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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 | $215,494 | $88,778+142.7% | $81,844+163.3% | $145,884+47.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.08% | 1033.03%-1014.0pp | 778.87%-759.8pp | 551.85%-532.8pp |
| Employer contribution / active EE | $3,586 | $3,087+16.2% | $2,916+22.9% | $4,662-23.1% |
| Participant deferral / active EE | $7,292 | $4,648+56.9% | $4,323+68.7% | $6,690+9.0% |
| Admin fee / account holder | $1,525 | $8,430-81.9% | $7,355-79.3% | $13,392-88.6% |