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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 | $228,651 | $169,336+35.0% | $129,384+76.7% | $145,884+56.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.73% | 14408.70%-14396.0pp | 9461.77%-9449.0pp | 551.85%-539.1pp |
| Employer contribution / active EE | $16,144 | $5,540+191.4% | $4,153+288.7% | $4,662+246.3% |
| Participant deferral / active EE | $12,432 | $4,985+149.4% | $4,166+198.4% | $6,690+85.8% |
| Admin fee / account holder | $32,962 | $9,912+232.5% | $7,686+328.9% | $13,392+146.1% |