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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 | $161,355 | $88,815+81.7% | $81,882+97.1% | $145,897+10.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.73% | 1033.75%-1021.0pp | 779.47%-766.7pp | 552.29%-539.6pp |
| Employer contribution / active EE | $34,175 | $3,086+1007.3% | $2,916+1072.0% | $4,663+633.0% |
| Participant deferral / active EE | $20,333 | $4,647+337.5% | $4,323+370.3% | $6,689+204.0% |
| Admin fee / account holder | $1,807 | $8,434-78.6% | $7,360-75.4% | $13,390-86.5% |