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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 | $212,916 | $76,368+178.8% | $67,681+214.6% | $154,746+37.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 14.65% | 1066.77%-1052.1pp | 590.58%-575.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $6,587 | $3,151+109.0% | $2,678+145.9% | $4,379+50.4% |
| Participant deferral / active EE | $9,516 | $4,824+97.3% | $3,976+139.3% | $6,730+41.4% |
| Admin fee / account holder | $12,490 | $8,559+45.9% | $6,100+104.8% | $14,365-13.1% |