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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 | $217,418 | $150,447+44.5% | $136,298+59.5% | $147,586+47.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.01% | 1049.15%-1028.1pp | 5156.27%-5135.3pp | 578.59%-557.6pp |
| Employer contribution / active EE | $1,165 | $5,256-77.8% | $4,696-75.2% | $4,876-76.1% |
| Participant deferral / active EE | $4,041 | $6,631-39.1% | $6,247-35.3% | $5,439-25.7% |
| Admin fee / account holder | $424 | $10,906-96.1% | $9,244-95.4% | $10,886-96.1% |