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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 | $239,088 | $169,356+41.2% | $129,406+84.8% | $145,897+63.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.67% | 14418.62%-14406.9pp | 9468.18%-9456.5pp | 552.29%-540.6pp |
| Employer contribution / active EE | $7,500 | $5,542+35.3% | $4,155+80.5% | $4,663+60.9% |
| Participant deferral / active EE | $16,426 | $4,987+229.4% | $4,167+294.2% | $6,689+145.6% |
| Admin fee / account holder | $1,513 | $9,915-84.7% | $7,689-80.3% | $13,390-88.7% |