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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 | $184,051 | $88,778+107.3% | $81,844+124.9% | $145,884+26.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.55% | 1033.03%-1022.5pp | 778.87%-768.3pp | 551.85%-541.3pp |
| Employer contribution / active EE | $12,822 | $3,087+315.4% | $2,916+339.7% | $4,662+175.0% |
| Participant deferral / active EE | $10,864 | $4,648+133.7% | $4,323+151.3% | $6,690+62.4% |
| Admin fee / account holder | $939 | $8,430-88.9% | $7,355-87.2% | $13,392-93.0% |