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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 | $236,414 | $88,815+166.2% | $81,882+188.7% | $145,897+62.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.13% | 1033.75%-1021.6pp | 779.47%-767.3pp | 552.29%-540.2pp |
| Employer contribution / active EE | $10,000 | $3,086+224.0% | $2,916+242.9% | $4,663+114.5% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,634 | $8,434-68.8% | $7,360-64.2% | $13,390-80.3% |