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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 | $249,565 | $210,698+18.4% | $178,014+40.2% | $145,959+71.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.09% | 386.27%-375.2pp | 294.80%-283.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $17,056 | $4,567+273.5% | $3,950+331.8% | $4,661+265.9% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $43,222 | $12,016+259.7% | $10,362+317.1% | $13,398+222.6% |