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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 | $202,366 | $185,225+9.3% | $142,898+41.6% | $167,553+20.8% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 13.50% | 8558.12%-8544.6pp | 5639.64%-5626.1pp | 478.89%-465.4pp |
| Employer contribution / active EE | $3,147 | $5,607-43.9% | $4,146-24.1% | $4,840-35.0% |
| Participant deferral / active EE | $8,783 | $4,496+95.4% | $3,838+128.8% | $6,343+38.5% |
| Admin fee / account holder | $8,132 | $8,032+1.2% | $6,560+24.0% | $12,316-34.0% |