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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 | $223,137 | $88,754+151.4% | $81,820+172.7% | $145,877+53.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.15% | 1031.77%-1016.6pp | 777.93%-762.8pp | 551.28%-536.1pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,158 | $4,648+183.1% | $4,323+204.4% | $6,691+96.7% |
| Admin fee / account holder | $2,324 | $8,424-72.4% | $7,391-68.6% | $13,402-82.7% |