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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 | $203,810 | $79,955+154.9% | $98,461+107.0% | $75,173+171.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 400.77% | 19.75%+381.0pp | 21.17%+379.6pp | 160.72%+240.1pp |
| Employer contribution / active EE | $17,775 | $2,264+685.1% | $3,049+483.1% | $2,671+565.5% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,083 | $6,841+47.4% | $8,961+12.5% | $5,651+78.4% |