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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 | $242,023 | $88,815+172.5% | $81,882+195.6% | $145,897+65.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.99% | 1033.75%-1019.8pp | 779.47%-765.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $29,006 | $3,086+839.8% | $2,916+894.7% | $4,663+522.1% |
| Participant deferral / active EE | $12,074 | $4,647+159.8% | $4,323+179.3% | $6,689+80.5% |
| Admin fee / account holder | $1,343 | $8,434-84.1% | $7,360-81.7% | $13,390-90.0% |