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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 | $228,155 | $88,778+157.0% | $81,844+178.8% | $145,884+56.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.87% | 1033.03%-1019.2pp | 778.87%-765.0pp | 551.85%-538.0pp |
| Employer contribution / active EE | $8,208 | $3,087+165.9% | $2,916+181.4% | $4,662+76.0% |
| Participant deferral / active EE | $14,273 | $4,648+207.1% | $4,323+230.1% | $6,690+113.4% |
| Admin fee / account holder | $743 | $8,430-91.2% | $7,355-89.9% | $13,392-94.5% |