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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 | $190,295 | $88,710+114.5% | $81,783+132.7% | $145,959+30.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.77% | 1027.26%-1016.5pp | 775.05%-764.3pp | 561.95%-551.2pp |
| Employer contribution / active EE | $4,012 | $3,083+30.1% | $2,913+37.8% | $4,661-13.9% |
| Participant deferral / active EE | $7,713 | $4,645+66.1% | $4,320+78.5% | $6,689+15.3% |
| Admin fee / account holder | $25,984 | $8,407+209.1% | $7,380+252.1% | $13,398+93.9% |