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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 | $214,392 | $102,696+108.8% | $86,235+148.6% | $139,487+53.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.95% | 1925.91%-1908.0pp | 1170.03%-1152.1pp | 373.84%-355.9pp |
| Employer contribution / active EE | $4,018 | $3,034+32.4% | $2,381+68.7% | $4,755-15.5% |
| Participant deferral / active EE | $14,528 | $4,679+210.5% | $3,987+264.4% | $6,713+116.4% |
| Admin fee / account holder | $4,209 | $8,667-51.4% | $6,856-38.6% | $11,407-63.1% |