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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 | $205,072 | $72,426+183.1% | $67,560+203.5% | $145,897+40.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.26% | 7226.78%-7211.5pp | 3533.50%-3518.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $8,222 | $3,074+167.4% | $2,737+200.4% | $4,663+76.3% |
| Participant deferral / active EE | $4,711 | $4,785-1.6% | $4,004+17.6% | $6,689-29.6% |
| Admin fee / account holder | $8,433 | $5,514+52.9% | $3,994+111.1% | $13,390-37.0% |