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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 | $72,446+211.4% | $67,561+233.9% | $145,877+54.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 19.06% | 7211.98%-7192.9pp | 3525.44%-3506.4pp | 551.28%-532.2pp |
| Employer contribution / active EE | $11,013 | $3,072+258.5% | $2,735+302.7% | $4,663+136.2% |
| Participant deferral / active EE | $13,224 | $4,785+176.4% | $4,003+230.3% | $6,691+97.6% |
| Admin fee / account holder | $327 | $5,541-94.1% | $4,006-91.8% | $13,402-97.6% |