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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 | $226,909 | $88,778+155.6% | $81,844+177.2% | $145,884+55.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.98% | 1033.03%-1020.1pp | 778.87%-765.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $16,366 | $3,087+430.2% | $2,916+461.2% | $4,662+251.0% |
| Participant deferral / active EE | $4,823 | $4,648+3.8% | $4,323+11.6% | $6,690-27.9% |
| Admin fee / account holder | $957 | $8,430-88.6% | $7,355-87.0% | $13,392-92.9% |