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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 | $75,178 | $97,732-23.1% | $83,831-10.3% | $135,380-44.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 14.96% | 1287.56%-1272.6pp | 850.99%-836.0pp | 519.81%-504.8pp |
| Employer contribution / active EE | $15,853 | $4,222+275.5% | $3,631+336.6% | $4,779+231.7% |
| Participant deferral / active EE | $11,829 | $4,683+152.6% | $4,082+189.8% | $5,609+110.9% |
| Admin fee / account holder | $8,227 | $6,675+23.3% | $5,479+50.2% | $10,828-24.0% |