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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 | $238,210 | $97,732+143.7% | $83,831+184.2% | $135,380+76.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 2.54% | 1287.56%-1285.0pp | 850.99%-848.4pp | 519.81%-517.3pp |
| Employer contribution / active EE | $28,631 | $4,222+578.1% | $3,631+688.5% | $4,779+499.1% |
| Participant deferral / active EE | $17,096 | $4,683+265.1% | $4,082+318.8% | $5,609+204.8% |
| Admin fee / account holder | $1,149 | $6,675-82.8% | $5,479-79.0% | $10,828-89.4% |