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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 | $234,294 | $88,815+163.8% | $81,882+186.1% | $145,897+60.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.77% | 1033.75%-1024.0pp | 779.47%-769.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $10,035 | $3,086+225.1% | $2,916+244.1% | $4,663+115.2% |
| Participant deferral / active EE | $11,543 | $4,647+148.4% | $4,323+167.0% | $6,689+72.6% |
| Admin fee / account holder | $36,190 | $8,434+329.1% | $7,360+391.7% | $13,390+170.3% |