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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 | $223,060 | $88,702+151.5% | $81,780+172.8% | $145,978+52.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.97% | 1029.12%-1018.1pp | 776.27%-765.3pp | 550.52%-539.5pp |
| Employer contribution / active EE | $7,450 | $3,084+141.5% | $2,914+155.7% | $4,662+59.8% |
| Participant deferral / active EE | $12,012 | $4,645+158.6% | $4,321+178.0% | $6,690+79.6% |
| Admin fee / account holder | $2,738 | $8,414-67.5% | $7,384-62.9% | $13,400-79.6% |