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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 | $72,446+112.5% | $67,561+127.9% | $145,877+5.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.85% | 7211.98%-7199.1pp | 3525.44%-3512.6pp | 551.28%-538.4pp |
| Employer contribution / active EE | $6,721 | $3,072+118.8% | $2,735+145.8% | $4,663+44.1% |
| Participant deferral / active EE | $16,577 | $4,785+246.5% | $4,003+314.1% | $6,691+147.8% |
| Admin fee / account holder | $27,490 | $5,541+396.1% | $4,006+586.3% | $13,402+105.1% |