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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 | $248,989 | $97,732+154.8% | $83,831+197.0% | $135,380+83.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 9.49% | 1287.56%-1278.1pp | 850.99%-841.5pp | 519.81%-510.3pp |
| Employer contribution / active EE | $14,955 | $4,222+254.2% | $3,631+311.9% | $4,779+212.9% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $18,826 | $6,675+182.1% | $5,479+243.6% | $10,828+73.9% |