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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 | $172,623 | $72,465+138.2% | $67,575+155.5% | $145,884+18.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.80% | 7222.56%-7208.8pp | 3528.98%-3515.2pp | 551.85%-538.0pp |
| Employer contribution / active EE | $6,869 | $3,074+123.5% | $2,736+151.1% | $4,662+47.3% |
| Participant deferral / active EE | $3,447 | $4,786-28.0% | $4,003-13.9% | $6,690-48.5% |
| Admin fee / account holder | $3,334 | $5,515-39.6% | $3,993-16.5% | $13,392-75.1% |