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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 | $224,430 | $88,815+152.7% | $81,882+174.1% | $145,897+53.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.71% | 1033.75%-1021.0pp | 779.47%-766.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $13,650 | $3,086+342.3% | $2,916+368.1% | $4,663+192.8% |
| Participant deferral / active EE | $6,844 | $4,647+47.3% | $4,323+58.3% | $6,689+2.3% |
| Admin fee / account holder | $2,775 | $8,434-67.1% | $7,360-62.3% | $13,390-79.3% |