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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 | $243,433 | $167,353+45.5% | $143,797+69.3% | $134,545+80.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1214.17% | 0.48%+1213.7pp | -0.04%+1214.2pp | 418.37%+795.8pp |
| Employer contribution / active EE | $10,036 | $5,620+78.6% | $4,952+102.7% | $4,742+111.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,813 | $18,096-29.2% | $14,679-12.7% | $11,431+12.1% |