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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 | $221,196 | $160,059+38.2% | $140,019+58.0% | $135,380+63.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 2.92% | 911.48%-908.6pp | 651.17%-648.2pp | 519.81%-516.9pp |
| Employer contribution / active EE | $3,601 | $6,420-43.9% | $5,605-35.8% | $4,779-24.6% |
| Participant deferral / active EE | $8,950 | $7,641+17.1% | $6,927+29.2% | $5,609+59.6% |
| Admin fee / account holder | $66,839 | $13,328+401.5% | $10,705+524.3% | $10,828+517.3% |