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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 | $187,409 | $88,778+111.1% | $81,844+129.0% | $145,884+28.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.13% | 1033.03%-1019.9pp | 778.87%-765.7pp | 551.85%-538.7pp |
| Employer contribution / active EE | $10,983 | $3,087+255.8% | $2,916+276.6% | $4,662+135.6% |
| Participant deferral / active EE | $8,491 | $4,648+82.7% | $4,323+96.4% | $6,690+26.9% |
| Admin fee / account holder | $1,382 | $8,430-83.6% | $7,355-81.2% | $13,392-89.7% |