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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 | $249,897 | $102,595+143.6% | $94,057+165.7% | $154,746+61.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.69% | 583.42%-568.7pp | 480.62%-465.9pp | 172.34%-157.6pp |
| Employer contribution / active EE | $10,451 | $3,147+232.1% | $2,933+256.3% | $4,379+138.7% |
| Participant deferral / active EE | $3,495 | $5,118-31.7% | $4,709-25.8% | $6,730-48.1% |
| Admin fee / account holder | $9,538 | $7,736+23.3% | $7,244+31.7% | $14,365-33.6% |