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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 | $230,487 | $114,130+102.0% | $96,192+139.6% | $167,553+37.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 24.15% | 190.07%-165.9pp | 192.09%-167.9pp | 478.89%-454.7pp |
| Employer contribution / active EE | $24,857 | $3,431+624.6% | $2,799+787.9% | $4,840+413.6% |
| Participant deferral / active EE | $7,748 | $5,198+49.1% | $4,351+78.1% | $6,343+22.2% |
| Admin fee / account holder | $1,238 | $6,901-82.1% | $5,539-77.6% | $12,316-89.9% |