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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 | $198,421 | $76,368+159.8% | $67,681+193.2% | $154,746+28.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 12.03% | 1066.77%-1054.7pp | 590.58%-578.6pp | 172.34%-160.3pp |
| Employer contribution / active EE | $5,802 | $3,151+84.1% | $2,678+116.6% | $4,379+32.5% |
| Participant deferral / active EE | $8,755 | $4,824+81.5% | $3,976+120.2% | $6,730+30.1% |
| Admin fee / account holder | $23,175 | $8,559+170.8% | $6,100+279.9% | $14,365+61.3% |