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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 | $88,702+114.3% | $81,780+132.5% | $145,978+30.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.15% | 1029.12%-1014.0pp | 776.27%-761.1pp | 550.52%-535.4pp |
| Employer contribution / active EE | $7,252 | $3,084+135.1% | $2,914+148.9% | $4,662+55.6% |
| Participant deferral / active EE | $18,388 | $4,645+295.9% | $4,321+325.6% | $6,690+174.9% |
| Admin fee / account holder | $2,258 | $8,414-73.2% | $7,384-69.4% | $13,400-83.1% |