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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 | $244,602 | $109,905+122.6% | $98,506+148.3% | $167,553+46.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.21% | 1960.20%-1948.0pp | 1494.92%-1482.7pp | 478.89%-466.7pp |
| Employer contribution / active EE | $3,189 | $3,226-1.2% | $2,961+7.7% | $4,840-34.1% |
| Participant deferral / active EE | $6,377 | $4,674+36.4% | $4,277+49.1% | $6,343+0.5% |
| Admin fee / account holder | $31,063 | $6,760+359.5% | $5,955+421.7% | $12,316+152.2% |