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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 | $213,631 | $72,403+195.1% | $67,524+216.4% | $145,978+46.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.05% | 7197.23%-7180.2pp | 3519.41%-3502.4pp | 550.52%-533.5pp |
| Employer contribution / active EE | $10,738 | $3,072+249.6% | $2,734+292.8% | $4,662+130.3% |
| Participant deferral / active EE | $5,280 | $4,782+10.4% | $4,001+31.9% | $6,690-21.1% |
| Admin fee / account holder | $588 | $5,541-89.4% | $4,001-85.3% | $13,400-95.6% |