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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 | $210,088 | $180,459+16.4% | $154,108+36.3% | $135,380+55.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.21% | 888.21%-887.0pp | 735.21%-734.0pp | 519.81%-518.6pp |
| Employer contribution / active EE | $15,871 | $6,035+163.0% | $5,298+199.6% | $4,779+232.1% |
| Participant deferral / active EE | $23,635 | $5,806+307.0% | $5,081+365.2% | $5,609+321.4% |
| Admin fee / account holder | $618,916 | $16,145+3733.5% | $13,411+4514.8% | $10,828+5615.8% |