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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 | $163,942 | $72,465+126.2% | $67,575+142.6% | $145,884+12.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.58% | 7222.56%-7208.0pp | 3528.98%-3514.4pp | 551.85%-537.3pp |
| Employer contribution / active EE | $10,946 | $3,074+256.1% | $2,736+300.1% | $4,662+134.8% |
| Participant deferral / active EE | $4,842 | $4,786+1.2% | $4,003+20.9% | $6,690-27.6% |
| Admin fee / account holder | $6,508 | $5,515+18.0% | $3,993+63.0% | $13,392-51.4% |