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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 | $213,365 | $102,696+107.8% | $86,235+147.4% | $139,487+53.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.49% | 1925.91%-1910.4pp | 1170.03%-1154.5pp | 373.84%-358.3pp |
| Employer contribution / active EE | $10,522 | $3,034+246.8% | $2,381+341.9% | $4,755+121.3% |
| Participant deferral / active EE | $8,187 | $4,679+75.0% | $3,987+105.3% | $6,713+22.0% |
| Admin fee / account holder | $2,429 | $8,667-72.0% | $6,856-64.6% | $11,407-78.7% |