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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 | $143,943 | $73,421+96.1% | $66,439+116.7% | $155,188-7.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 8.24% | 1382.37%-1374.1pp | 757.66%-749.4pp | 148.84%-140.6pp |
| Employer contribution / active EE | $5,793 | $3,039+90.6% | $2,637+119.7% | $4,248+36.4% |
| Participant deferral / active EE | $9,592 | $4,680+105.0% | $3,876+147.5% | $6,531+46.9% |
| Admin fee / account holder | $23,109 | $8,856+160.9% | $6,173+274.3% | $14,480+59.6% |