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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 | $233,398 | $88,778+162.9% | $81,844+185.2% | $145,884+60.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.32% | 1033.03%-1021.7pp | 778.87%-767.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $2,448 | $3,087-20.7% | $2,916-16.1% | $4,662-47.5% |
| Participant deferral / active EE | $7,175 | $4,648+54.4% | $4,323+66.0% | $6,690+7.3% |
| Admin fee / account holder | $285,171 | $8,430+3282.7% | $7,355+3777.0% | $13,392+2029.4% |