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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 | $203,214 | $88,754+129.0% | $81,820+148.4% | $145,877+39.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.98% | 1031.77%-1012.8pp | 777.93%-759.0pp | 551.28%-532.3pp |
| Employer contribution / active EE | $10,782 | $3,085+249.4% | $2,915+269.9% | $4,663+131.2% |
| Participant deferral / active EE | $12,056 | $4,648+159.4% | $4,323+178.9% | $6,691+80.2% |
| Admin fee / account holder | $24,511 | $8,424+191.0% | $7,391+231.7% | $13,402+82.9% |