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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 | $218,430 | $88,778+146.0% | $81,844+166.9% | $145,884+49.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.06% | 1033.03%-1018.0pp | 778.87%-763.8pp | 551.85%-536.8pp |
| Employer contribution / active EE | $8,832 | $3,087+186.1% | $2,916+202.8% | $4,662+89.4% |
| Participant deferral / active EE | $11,688 | $4,648+151.4% | $4,323+170.3% | $6,690+74.7% |
| Admin fee / account holder | $6,713 | $8,430-20.4% | $7,355-8.7% | $13,392-49.9% |