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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 | $225,234 | $109,872+105.0% | $98,483+128.7% | $167,536+34.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.17% | 1959.31%-1948.1pp | 1494.38%-1483.2pp | 478.82%-467.7pp |
| Employer contribution / active EE | $8,260 | $3,225+156.1% | $2,961+179.0% | $4,839+70.7% |
| Participant deferral / active EE | $5,934 | $4,673+27.0% | $4,276+38.8% | $6,342-6.4% |
| Admin fee / account holder | $6,170 | $6,757-8.7% | $5,953+3.6% | $12,315-49.9% |