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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 | $191,092 | $72,426+163.8% | $67,560+182.8% | $145,897+31.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 28.07% | 7226.78%-7198.7pp | 3533.50%-3505.4pp | 552.29%-524.2pp |
| Employer contribution / active EE | $8,574 | $3,074+178.9% | $2,737+213.3% | $4,663+83.9% |
| Participant deferral / active EE | $4,106 | $4,785-14.2% | $4,004+2.5% | $6,689-38.6% |
| Admin fee / account holder | $1,662 | $5,514-69.9% | $3,994-58.4% | $13,390-87.6% |