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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 | $242,219 | $90,691+167.1% | $76,119+218.2% | $145,884+66.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.13% | 624.52%-607.4pp | 361.25%-344.1pp | 551.85%-534.7pp |
| Employer contribution / active EE | $8,270 | $3,329+148.4% | $2,693+207.1% | $4,662+77.4% |
| Participant deferral / active EE | $16,823 | $5,167+225.6% | $4,259+295.0% | $6,690+151.5% |
| Admin fee / account holder | $5,163 | $8,383-38.4% | $6,421-19.6% | $13,392-61.4% |