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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 | $248,832 | $88,710+180.5% | $81,783+204.3% | $145,959+70.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.77% | 1027.26%-1016.5pp | 775.05%-764.3pp | 561.95%-551.2pp |
| Employer contribution / active EE | $9,572 | $3,083+210.5% | $2,913+228.7% | $4,661+105.4% |
| Participant deferral / active EE | $14,832 | $4,645+219.3% | $4,320+243.3% | $6,689+121.8% |
| Admin fee / account holder | $21,856 | $8,407+160.0% | $7,380+196.1% | $13,398+63.1% |