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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 | $72,396+112.7% | $67,511+128.1% | $145,959+5.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.85% | 7194.07%-7181.2pp | 3517.41%-3504.6pp | 561.95%-549.1pp |
| Employer contribution / active EE | $6,721 | $3,071+118.9% | $2,733+146.0% | $4,661+44.2% |
| Participant deferral / active EE | $16,577 | $4,781+246.7% | $4,000+314.4% | $6,689+147.8% |
| Admin fee / account holder | $27,490 | $5,538+396.4% | $3,999+587.4% | $13,398+105.2% |