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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 | $248,128 | $88,754+179.6% | $81,820+203.3% | $145,877+70.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.87% | 1031.77%-1012.9pp | 777.93%-759.1pp | 551.28%-532.4pp |
| Employer contribution / active EE | $4,135 | $3,085+34.0% | $2,915+41.9% | $4,663-11.3% |
| Participant deferral / active EE | $10,469 | $4,648+125.3% | $4,323+142.2% | $6,691+56.5% |
| Admin fee / account holder | $189,524 | $8,424+2149.9% | $7,391+2464.4% | $13,402+1314.1% |