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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 | $88,754+181.6% | $81,820+205.5% | $145,877+71.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.39% | 1031.77%-1019.4pp | 777.93%-765.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $11,809 | $3,085+282.7% | $2,915+305.1% | $4,663+153.2% |
| Participant deferral / active EE | $12,966 | $4,648+179.0% | $4,323+200.0% | $6,691+93.8% |
| Admin fee / account holder | $820 | $8,424-90.3% | $7,391-88.9% | $13,402-93.9% |