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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 | $153,978 | $72,426+112.6% | $67,560+127.9% | $145,897+5.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.85% | 7226.78%-7213.9pp | 3533.50%-3520.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $6,721 | $3,074+118.6% | $2,737+145.6% | $4,663+44.2% |
| Participant deferral / active EE | $16,577 | $4,785+246.4% | $4,004+314.0% | $6,689+147.8% |
| Admin fee / account holder | $27,490 | $5,514+398.6% | $3,994+588.3% | $13,390+105.3% |