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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 | $236,247 | $99,011+138.6% | $86,582+172.9% | $147,586+60.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.23% | 1312.75%-1289.5pp | 965.08%-941.9pp | 578.59%-555.4pp |
| Employer contribution / active EE | $9,893 | $3,132+215.8% | $2,839+248.4% | $4,876+102.9% |
| Participant deferral / active EE | $10,851 | $3,972+173.2% | $3,609+200.7% | $5,439+99.5% |
| Admin fee / account holder | $2,054 | $5,709-64.0% | $4,904-58.1% | $10,886-81.1% |