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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 | $164,700 | $72,465+127.3% | $67,575+143.7% | $145,884+12.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.40% | 7222.56%-7212.2pp | 3528.98%-3518.6pp | 551.85%-541.5pp |
| Employer contribution / active EE | $4,353 | $3,074+41.6% | $2,736+59.1% | $4,662-6.6% |
| Participant deferral / active EE | $7,198 | $4,786+50.4% | $4,003+79.8% | $6,690+7.6% |
| Admin fee / account holder | $4,285 | $5,515-22.3% | $3,993+7.3% | $13,392-68.0% |