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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 | $72,446+183.1% | $67,561+203.5% | $145,877+40.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.26% | 7211.98%-7196.7pp | 3525.44%-3510.2pp | 551.28%-536.0pp |
| Employer contribution / active EE | $8,222 | $3,072+167.6% | $2,735+200.7% | $4,663+76.3% |
| Participant deferral / active EE | $4,711 | $4,785-1.5% | $4,003+17.7% | $6,691-29.6% |
| Admin fee / account holder | $8,433 | $5,541+52.2% | $4,006+110.5% | $13,402-37.1% |