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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 | $220,193 | $56,197+291.8% | $67,652+225.5% | $59,633+269.2% |
| Participation rate | 98.8% | 71.5%+27.3pp | 75.7%+23.1pp | 68.7%+30.1pp |
| Annual return | 11.52% | 18508.10%-18496.6pp | 6625.40%-6613.9pp | 2041.45%-2029.9pp |
| Employer contribution / active EE | $16,181 | $1,615+902.2% | $2,266+614.2% | $2,203+634.6% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $8,697 | $3,958+119.7% | $4,821+80.4% | $4,297+102.4% |