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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 | $241,026 | $81,749+194.8% | $58,544+311.7% | $139,456+72.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 19.62% | 7425.45%-7405.8pp | 4249.56%-4229.9pp | 373.45%-353.8pp |
| Employer contribution / active EE | $11,533 | $1,398+725.0% | $1,053+995.2% | $4,753+142.7% |
| Participant deferral / active EE | $13,802 | $2,555+440.2% | $1,923+617.8% | $6,711+105.7% |
| Admin fee / account holder | $5,607 | $3,272+71.3% | $2,520+122.5% | $11,407-50.8% |