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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 | $220,845 | $99,017+123.0% | $86,587+155.1% | $147,585+49.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.85% | 1312.37%-1303.5pp | 964.86%-956.0pp | 578.56%-569.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,925 | $3,972+175.0% | $3,609+202.7% | $5,439+100.9% |
| Admin fee / account holder | $5,452 | $5,710-4.5% | $4,906+11.1% | $10,885-49.9% |