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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 | $238,902 | $169,336+41.1% | $129,384+84.6% | $145,884+63.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.78% | 14408.70%-14398.9pp | 9461.77%-9452.0pp | 551.85%-542.1pp |
| Employer contribution / active EE | $8,863 | $5,540+60.0% | $4,153+113.4% | $4,662+90.1% |
| Participant deferral / active EE | $22,498 | $4,985+351.3% | $4,166+440.1% | $6,690+236.3% |
| Admin fee / account holder | $15,411 | $9,912+55.5% | $7,686+100.5% | $13,392+15.1% |