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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 | $169,356+24.4% | $129,406+62.9% | $145,897+44.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.82% | 14418.62%-14405.8pp | 9468.18%-9455.4pp | 552.29%-539.5pp |
| Employer contribution / active EE | $31,713 | $5,542+472.2% | $4,155+663.2% | $4,663+580.2% |
| Participant deferral / active EE | $11,500 | $4,987+130.6% | $4,167+176.0% | $6,689+71.9% |
| Admin fee / account holder | $1,967 | $9,915-80.2% | $7,689-74.4% | $13,390-85.3% |