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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 | $88,815+151.2% | $81,882+172.5% | $145,897+52.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.15% | 1033.75%-1018.6pp | 779.47%-764.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,158 | $4,647+183.1% | $4,323+204.4% | $6,689+96.7% |
| Admin fee / account holder | $2,324 | $8,434-72.4% | $7,360-68.4% | $13,390-82.6% |