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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 | $249,957 | $88,815+181.4% | $81,882+205.3% | $145,897+71.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.39% | 1033.75%-1021.4pp | 779.47%-767.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $11,809 | $3,086+282.6% | $2,916+305.0% | $4,663+153.3% |
| Participant deferral / active EE | $12,966 | $4,647+179.0% | $4,323+199.9% | $6,689+93.8% |
| Admin fee / account holder | $820 | $8,434-90.3% | $7,360-88.9% | $13,390-93.9% |