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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 | $214,047 | $88,815+141.0% | $81,882+161.4% | $145,897+46.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 26.02% | 1033.75%-1007.7pp | 779.47%-753.5pp | 552.29%-526.3pp |
| Employer contribution / active EE | $7,886 | $3,086+155.5% | $2,916+170.4% | $4,663+69.1% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $413 | $8,434-95.1% | $7,360-94.4% | $13,390-96.9% |