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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 | $214,800 | $88,815+141.9% | $81,882+162.3% | $145,897+47.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.22% | 1033.75%-1018.5pp | 779.47%-764.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $3,707 | $3,086+20.1% | $2,916+27.1% | $4,663-20.5% |
| Participant deferral / active EE | $9,895 | $4,647+112.9% | $4,323+128.9% | $6,689+47.9% |
| Admin fee / account holder | $2,218 | $8,434-73.7% | $7,360-69.9% | $13,390-83.4% |