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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 | $189,937 | $90,607+109.6% | $79,467+139.0% | $135,380+40.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.85% | 977.74%-968.9pp | 718.30%-709.5pp | 519.81%-511.0pp |
| Employer contribution / active EE | $10,958 | $3,068+257.2% | $2,800+291.3% | $4,779+129.3% |
| Participant deferral / active EE | $13,188 | $4,050+225.6% | $3,704+256.1% | $5,609+135.1% |
| Admin fee / account holder | $9,629 | $5,895+63.3% | $5,104+88.7% | $10,828-11.1% |