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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 | $88,710+142.1% | $81,783+162.6% | $145,959+47.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.22% | 1027.26%-1012.0pp | 775.05%-759.8pp | 561.95%-546.7pp |
| Employer contribution / active EE | $3,707 | $3,083+20.2% | $2,913+27.3% | $4,661-20.5% |
| Participant deferral / active EE | $9,895 | $4,645+113.0% | $4,320+129.0% | $6,689+47.9% |
| Admin fee / account holder | $2,218 | $8,407-73.6% | $7,380-69.9% | $13,398-83.4% |