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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 | $182,266 | $84,685+115.2% | $73,836+146.9% | $125,389+45.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.31% | 3123.80%-3121.5pp | 2268.06%-2265.7pp | 282.24%-279.9pp |
| Employer contribution / active EE | $7,118 | $3,123+127.9% | $2,787+155.3% | $4,866+46.3% |
| Participant deferral / active EE | $5,708 | $3,993+43.0% | $3,583+59.3% | $5,352+6.7% |
| Admin fee / account holder | $7,955 | $5,694+39.7% | $4,882+62.9% | $9,541-16.6% |