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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 | $193,329 | $72,465+166.8% | $67,575+186.1% | $145,884+32.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.84% | 7222.56%-7209.7pp | 3528.98%-3516.1pp | 551.85%-539.0pp |
| Employer contribution / active EE | $9,942 | $3,074+223.5% | $2,736+263.4% | $4,662+113.2% |
| Participant deferral / active EE | $10,617 | $4,786+121.8% | $4,003+165.2% | $6,690+58.7% |
| Admin fee / account holder | $15,426 | $5,515+179.7% | $3,993+286.3% | $13,392+15.2% |