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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 | $225,589 | $72,465+211.3% | $67,575+233.8% | $145,884+54.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 19.06% | 7222.56%-7203.5pp | 3528.98%-3509.9pp | 551.85%-532.8pp |
| Employer contribution / active EE | $11,013 | $3,074+258.3% | $2,736+302.6% | $4,662+136.2% |
| Participant deferral / active EE | $13,224 | $4,786+176.3% | $4,003+230.3% | $6,690+97.7% |
| Admin fee / account holder | $327 | $5,515-94.1% | $3,993-91.8% | $13,392-97.6% |