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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 | $210,753 | $169,361+24.4% | $129,397+62.9% | $145,877+44.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.82% | 14395.54%-14382.7pp | 9453.98%-9441.2pp | 551.28%-538.5pp |
| Employer contribution / active EE | $31,713 | $5,542+472.3% | $4,154+663.4% | $4,663+580.1% |
| Participant deferral / active EE | $11,500 | $4,987+130.6% | $4,167+176.0% | $6,691+71.9% |
| Admin fee / account holder | $1,967 | $9,903-80.1% | $7,679-74.4% | $13,402-85.3% |