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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 | $190,880 | $102,696+85.9% | $86,235+121.3% | $139,487+36.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 10.92% | 1925.91%-1915.0pp | 1170.03%-1159.1pp | 373.84%-362.9pp |
| Employer contribution / active EE | $6,618 | $3,034+118.1% | $2,381+177.9% | $4,755+39.2% |
| Participant deferral / active EE | $6,725 | $4,679+43.7% | $3,987+68.7% | $6,713+0.2% |
| Admin fee / account holder | $692 | $8,667-92.0% | $6,856-89.9% | $11,407-93.9% |