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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 | $201,868 | $104,577+93.0% | $76,667+163.3% | $152,909+32.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 26.20% | 1014.36%-988.2pp | 1166.74%-1140.5pp | 345.46%-319.3pp |
| Employer contribution / active EE | $3,094 | $3,119-0.8% | $2,303+34.4% | $4,764-35.0% |
| Participant deferral / active EE | $4,229 | $4,237-0.2% | $3,336+26.8% | $5,851-27.7% |
| Admin fee / account holder | $338 | $12,290-97.2% | $6,423-94.7% | $11,601-97.1% |