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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 | $146,479 | $72,426+102.2% | $67,560+116.8% | $145,897+0.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.78% | 7226.78%-7215.0pp | 3533.50%-3521.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $4,435 | $3,074+44.3% | $2,737+62.1% | $4,663-4.9% |
| Participant deferral / active EE | $6,185 | $4,785+29.3% | $4,004+54.5% | $6,689-7.5% |
| Admin fee / account holder | $1,944 | $5,514-64.7% | $3,994-51.3% | $13,390-85.5% |