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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 | $190,110 | $88,778+114.1% | $81,844+132.3% | $145,884+30.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.15% | 1033.03%-1017.9pp | 778.87%-763.7pp | 551.85%-536.7pp |
| Employer contribution / active EE | $7,252 | $3,087+134.9% | $2,916+148.7% | $4,662+55.5% |
| Participant deferral / active EE | $18,388 | $4,648+295.6% | $4,323+325.3% | $6,690+174.9% |
| Admin fee / account holder | $2,258 | $8,430-73.2% | $7,355-69.3% | $13,392-83.1% |