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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 | $238,679 | $88,815+168.7% | $81,882+191.5% | $145,897+63.6% |
| Participation rate | 82.4% | 75.1%+7.3pp | 72.4%+10.0pp | 80.3%+2.0pp |
| Annual return | 11.35% | 1033.75%-1022.4pp | 779.47%-768.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $24,015 | $3,086+678.1% | $2,916+723.6% | $4,663+415.1% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,572 | $8,434-10.2% | $7,360+2.9% | $13,390-43.5% |