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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 | $88,710+178.1% | $81,783+201.6% | $145,959+69.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.56% | 1027.26%-1015.7pp | 775.05%-763.5pp | 561.95%-550.4pp |
| Employer contribution / active EE | $12,119 | $3,083+293.1% | $2,913+316.1% | $4,661+160.0% |
| Participant deferral / active EE | $9,593 | $4,645+106.5% | $4,320+122.0% | $6,689+43.4% |
| Admin fee / account holder | $26,414 | $8,407+214.2% | $7,380+257.9% | $13,398+97.2% |