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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 | $244,991 | $168,626+45.3% | $133,698+83.2% | $145,897+67.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 9.03% | 1168.99%-1160.0pp | 580.90%-571.9pp | 552.29%-543.3pp |
| Employer contribution / active EE | $8,159 | $5,290+54.2% | $4,218+93.5% | $4,663+75.0% |
| Participant deferral / active EE | $61,000 | $8,688+602.1% | $7,016+769.4% | $6,689+811.9% |
| Admin fee / account holder | $272,380 | $9,638+2726.2% | $6,703+3963.7% | $13,390+1934.1% |