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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 | $88,754+142.0% | $81,820+162.5% | $145,877+47.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.22% | 1031.77%-1016.5pp | 777.93%-762.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $3,707 | $3,085+20.1% | $2,915+27.2% | $4,663-20.5% |
| Participant deferral / active EE | $9,895 | $4,648+112.9% | $4,323+128.9% | $6,691+47.9% |
| Admin fee / account holder | $2,218 | $8,424-73.7% | $7,391-70.0% | $13,402-83.5% |