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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 | $207,548 | $72,071+188.0% | $68,368+203.6% | $137,256+51.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.12% | 353.14%-333.0pp | 292.57%-272.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $7,694 | $2,788+176.0% | $2,649+190.4% | $4,156+85.1% |
| Participant deferral / active EE | $9,431 | $4,410+113.9% | $4,123+128.8% | $6,407+47.2% |
| Admin fee / account holder | $569,399 | $5,336+10571.8% | $5,150+10956.7% | $12,270+4540.5% |