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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 | $219,373 | $99,011+121.6% | $86,582+153.4% | $147,586+48.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.83% | 1312.75%-1293.9pp | 965.08%-946.3pp | 578.59%-559.8pp |
| Employer contribution / active EE | $37,988 | $3,132+1112.8% | $2,839+1237.9% | $4,876+679.0% |
| Participant deferral / active EE | $5,900 | $3,972+48.5% | $3,609+63.5% | $5,439+8.5% |
| Admin fee / account holder | $73,308 | $5,709+1184.1% | $4,904+1394.8% | $10,886+573.4% |