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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 | $167,366 | $68,097+145.8% | $62,929+166.0% | $137,256+21.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.27% | 1859.11%-1843.8pp | 1063.93%-1048.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $7,825 | $2,811+178.4% | $2,505+212.4% | $4,156+88.3% |
| Participant deferral / active EE | $12,166 | $4,553+167.2% | $3,888+212.9% | $6,407+89.9% |
| Admin fee / account holder | $12,950 | $6,521+98.6% | $5,065+155.7% | $12,270+5.5% |