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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 | $215,643 | $156,927+37.4% | $121,169+78.0% | $139,456+54.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.94% | 1475.85%-1464.9pp | 986.71%-975.8pp | 373.45%-362.5pp |
| Employer contribution / active EE | $18,904 | $5,542+241.1% | $4,168+353.6% | $4,753+297.8% |
| Participant deferral / active EE | $2,600 | $4,848-46.4% | $4,083-36.3% | $6,711-61.3% |
| Admin fee / account holder | $1,343 | $6,946-80.7% | $5,645-76.2% | $11,407-88.2% |