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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 | $171,888 | $72,426+137.3% | $67,560+154.4% | $145,897+17.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.83% | 7226.78%-7215.0pp | 3533.50%-3521.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $8,237 | $3,074+167.9% | $2,737+201.0% | $4,663+76.7% |
| Participant deferral / active EE | $5,015 | $4,785+4.8% | $4,004+25.3% | $6,689-25.0% |
| Admin fee / account holder | $5,291 | $5,514-4.0% | $3,994+32.5% | $13,390-60.5% |