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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,606 | $102,595+97.5% | $94,057+115.4% | $154,746+30.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 13.88% | 583.42%-569.5pp | 480.62%-466.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $5,513 | $3,147+75.2% | $2,933+88.0% | $4,379+25.9% |
| Participant deferral / active EE | $8,563 | $5,118+67.3% | $4,709+81.8% | $6,730+27.2% |
| Admin fee / account holder | $2,074 | $7,736-73.2% | $7,244-71.4% | $14,365-85.6% |