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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 | $216,626 | $150,445+44.0% | $136,297+58.9% | $147,585+46.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.14% | 1049.14%-1027.0pp | 5156.16%-5134.0pp | 578.57%-556.4pp |
| Employer contribution / active EE | $10,900 | $5,256+107.4% | $4,696+132.1% | $4,876+123.5% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,284 | $10,906-60.7% | $9,244-53.7% | $10,885-60.6% |