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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 | $225,312 | $160,059+40.8% | $140,019+60.9% | $135,380+66.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 7.66% | 911.48%-903.8pp | 651.17%-643.5pp | 519.81%-512.1pp |
| Employer contribution / active EE | $6,000 | $6,420-6.5% | $5,605+7.0% | $4,779+25.6% |
| Participant deferral / active EE | $3,590 | $7,641-53.0% | $6,927-48.2% | $5,609-36.0% |
| Admin fee / account holder | $116,382 | $13,328+773.2% | $10,705+987.1% | $10,828+974.8% |