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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 | $215,740 | $88,778+143.0% | $81,844+163.6% | $145,884+47.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.94% | 1033.03%-1022.1pp | 778.87%-767.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $10,778 | $3,087+249.2% | $2,916+269.6% | $4,662+131.2% |
| Participant deferral / active EE | $4,338 | $4,648-6.7% | $4,323+0.3% | $6,690-35.1% |
| Admin fee / account holder | $3,748 | $8,430-55.5% | $7,355-49.0% | $13,392-72.0% |