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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 | $216,639 | $90,607+139.1% | $79,467+172.6% | $135,380+60.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.87% | 977.74%-967.9pp | 718.30%-708.4pp | 519.81%-509.9pp |
| Employer contribution / active EE | $323 | $3,068-89.5% | $2,800-88.5% | $4,779-93.2% |
| Participant deferral / active EE | $7,352 | $4,050+81.5% | $3,704+98.5% | $5,609+31.1% |
| Admin fee / account holder | $40,413 | $5,895+585.5% | $5,104+691.8% | $10,828+273.2% |