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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 | $247,891 | $134,817+83.9% | $123,973+100.0% | $155,188+59.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 8.76% | 515.49%-506.7pp | 388.13%-379.4pp | 148.84%-140.1pp |
| Employer contribution / active EE | $9,374 | $4,425+111.8% | $4,126+127.2% | $4,248+120.7% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $46,000 | $13,245+247.3% | $11,799+289.9% | $14,480+217.7% |