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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 | $204,982 | $176,688+16.0% | $130,660+56.9% | $152,897+34.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 24.17% | 2693.08%-2668.9pp | 1709.29%-1685.1pp | 345.43%-321.3pp |
| Employer contribution / active EE | $56,000 | $5,743+875.1% | $4,092+1268.5% | $4,764+1075.6% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,735 | $7,131-75.7% | $5,463-68.3% | $11,599-85.0% |