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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 | $176,163 | $88,710+98.6% | $81,783+115.4% | $145,959+20.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.27% | 1027.26%-1005.0pp | 775.05%-752.8pp | 561.95%-539.7pp |
| Employer contribution / active EE | $10,285 | $3,083+233.6% | $2,913+253.1% | $4,661+120.7% |
| Participant deferral / active EE | $15,246 | $4,645+228.2% | $4,320+252.9% | $6,689+127.9% |
| Admin fee / account holder | $2,769 | $8,407-67.1% | $7,380-62.5% | $13,398-79.3% |