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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 | $204,187 | $88,710+130.2% | $81,783+149.7% | $145,959+39.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.36% | 1027.26%-1008.9pp | 775.05%-756.7pp | 561.95%-543.6pp |
| Employer contribution / active EE | $2,500 | $3,083-18.9% | $2,913-14.2% | $4,661-46.4% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $87,750 | $8,407+943.7% | $7,380+1089.0% | $13,398+555.0% |