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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 | $239,500 | $88,815+169.7% | $81,882+192.5% | $145,897+64.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.54% | 1033.75%-1013.2pp | 779.47%-758.9pp | 552.29%-531.8pp |
| Employer contribution / active EE | $16,340 | $3,086+429.4% | $2,916+460.4% | $4,663+250.5% |
| Participant deferral / active EE | $19,982 | $4,647+330.0% | $4,323+362.2% | $6,689+198.7% |
| Admin fee / account holder | $833 | $8,434-90.1% | $7,360-88.7% | $13,390-93.8% |