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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 | $236,170 | $176,688+33.7% | $130,660+80.8% | $152,909+54.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 15.58% | 2693.08%-2677.5pp | 1709.29%-1693.7pp | 345.46%-329.9pp |
| Employer contribution / active EE | $6,409 | $5,743+11.6% | $4,092+56.6% | $4,764+34.5% |
| Participant deferral / active EE | $10,097 | $4,362+131.5% | $3,603+180.2% | $5,851+72.6% |
| Admin fee / account holder | $5,054 | $7,131-29.1% | $5,463-7.5% | $11,601-56.4% |