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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 | $206,870 | $121,656+70.0% | $104,614+97.7% | $158,950+30.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.05% | 465.51%-453.5pp | 340.56%-328.5pp | 302.91%-290.9pp |
| Employer contribution / active EE | $27,227 | $3,164+760.4% | $2,681+915.5% | $4,762+471.8% |
| Participant deferral / active EE | $20,010 | $4,177+379.0% | $3,739+435.1% | $5,983+234.5% |
| Admin fee / account holder | $8,446 | $7,775+8.6% | $6,464+30.7% | $11,248-24.9% |