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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 | $211,417 | $88,815+138.0% | $81,882+158.2% | $145,897+44.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.14% | 1033.75%-1023.6pp | 779.47%-769.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $6,046 | $3,086+95.9% | $2,916+107.3% | $4,663+29.7% |
| Participant deferral / active EE | $13,809 | $4,647+197.1% | $4,323+219.4% | $6,689+106.4% |
| Admin fee / account holder | $1,025 | $8,434-87.8% | $7,360-86.1% | $13,390-92.3% |