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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 | $88,754+160.9% | $81,820+183.0% | $145,877+58.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.82% | 1031.77%-1021.9pp | 777.93%-768.1pp | 551.28%-541.5pp |
| Employer contribution / active EE | $10,633 | $3,085+244.6% | $2,915+264.8% | $4,663+128.0% |
| Participant deferral / active EE | $7,864 | $4,648+69.2% | $4,323+81.9% | $6,691+17.5% |
| Admin fee / account holder | $2,116 | $8,424-74.9% | $7,391-71.4% | $13,402-84.2% |