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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 | $228,904 | $97,732+134.2% | $83,831+173.1% | $135,380+69.1% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | 8.36% | 1287.56%-1279.2pp | 850.99%-842.6pp | 519.81%-511.4pp |
| Employer contribution / active EE | $10,000 | $4,222+136.9% | $3,631+175.4% | $4,779+109.3% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $108,253 | $6,675+1521.9% | $5,479+1875.9% | $10,828+899.7% |