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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 | $204,442 | $97,732+109.2% | $83,831+143.9% | $135,380+51.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 12.68% | 1287.56%-1274.9pp | 850.99%-838.3pp | 519.81%-507.1pp |
| Employer contribution / active EE | $12,732 | $4,222+201.5% | $3,631+250.6% | $4,779+166.4% |
| Participant deferral / active EE | $2,088 | $4,683-55.4% | $4,082-48.9% | $5,609-62.8% |
| Admin fee / account holder | $489 | $6,675-92.7% | $5,479-91.1% | $10,828-95.5% |