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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 | $185,791 | $72,403+156.6% | $67,524+175.1% | $145,978+27.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.16% | 7197.23%-7182.1pp | 3519.41%-3504.2pp | 550.52%-535.4pp |
| Employer contribution / active EE | $2,006 | $3,072-34.7% | $2,734-26.6% | $4,662-57.0% |
| Participant deferral / active EE | $10,867 | $4,782+127.2% | $4,001+171.6% | $6,690+62.5% |
| Admin fee / account holder | $6,368 | $5,541+14.9% | $4,001+59.2% | $13,400-52.5% |