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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 | $231,555 | $88,815+160.7% | $81,882+182.8% | $145,897+58.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.82% | 1033.75%-1023.9pp | 779.47%-769.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $10,633 | $3,086+244.5% | $2,916+264.6% | $4,663+128.0% |
| Participant deferral / active EE | $7,864 | $4,647+69.2% | $4,323+81.9% | $6,689+17.6% |
| Admin fee / account holder | $2,116 | $8,434-74.9% | $7,360-71.2% | $13,390-84.2% |