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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 | $217,734 | $88,710+145.4% | $81,783+166.2% | $145,959+49.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.30% | 1027.26%-1014.0pp | 775.05%-761.8pp | 561.95%-548.6pp |
| Employer contribution / active EE | $8,638 | $3,083+180.2% | $2,913+196.6% | $4,661+85.3% |
| Participant deferral / active EE | $30,234 | $4,645+550.9% | $4,320+599.8% | $6,689+352.0% |
| Admin fee / account holder | $319 | $8,407-96.2% | $7,380-95.7% | $13,398-97.6% |