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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 | $242,643 | $60,261+302.7% | $81,783+196.7% | $74,546+225.5% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 18.52% | 16.88%+1.6pp | 775.05%-756.5pp | 1366.03%-1347.5pp |
| Employer contribution / active EE | $20,114 | $2,622+667.3% | $2,913+590.6% | $2,624+666.4% |
| Participant deferral / active EE | $12,333 | $3,388+264.0% | $4,320+185.5% | $4,347+183.7% |
| Admin fee / account holder | $4,772 | $1,482+221.9% | $7,380-35.3% | $1,944+145.5% |