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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 | $246,690 | $88,754+177.9% | $81,820+201.5% | $145,877+69.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.56% | 1031.77%-1020.2pp | 777.93%-766.4pp | 551.28%-539.7pp |
| Employer contribution / active EE | $12,119 | $3,085+292.8% | $2,915+315.7% | $4,663+159.9% |
| Participant deferral / active EE | $9,593 | $4,648+106.4% | $4,323+121.9% | $6,691+43.4% |
| Admin fee / account holder | $26,414 | $8,424+213.6% | $7,391+257.4% | $13,402+97.1% |