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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 | $199,100 | $72,446+174.8% | $67,561+194.7% | $145,877+36.5% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 9.48% | 7211.98%-7202.5pp | 3525.44%-3516.0pp | 551.28%-541.8pp |
| Employer contribution / active EE | $5,259 | $3,072+71.2% | $2,735+92.3% | $4,663+12.8% |
| Participant deferral / active EE | $11,217 | $4,785+134.5% | $4,003+180.2% | $6,691+67.7% |
| Admin fee / account holder | $71,790 | $5,541+1195.6% | $4,006+1692.3% | $13,402+435.7% |