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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 | $188,154 | $72,426+159.8% | $67,560+178.5% | $145,897+29.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.86% | 7226.78%-7210.9pp | 3533.50%-3517.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $10,482 | $3,074+241.0% | $2,737+283.0% | $4,663+124.8% |
| Participant deferral / active EE | $10,044 | $4,785+109.9% | $4,004+150.8% | $6,689+50.1% |
| Admin fee / account holder | $1,160 | $5,514-79.0% | $3,994-71.0% | $13,390-91.3% |