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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 | $217,238 | $72,426+199.9% | $67,560+221.5% | $145,897+48.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.11% | 7226.78%-7209.7pp | 3533.50%-3516.4pp | 552.29%-535.2pp |
| Employer contribution / active EE | $30,592 | $3,074+895.1% | $2,737+1017.8% | $4,663+556.1% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $16,712 | $5,514+203.1% | $3,994+318.4% | $13,390+24.8% |