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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 | $215,461 | $102,595+110.0% | $94,057+129.1% | $154,746+39.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 28.38% | 583.42%-555.0pp | 480.62%-452.2pp | 172.34%-144.0pp |
| Employer contribution / active EE | $69,500 | $3,147+2108.3% | $2,933+2269.5% | $4,379+1487.1% |
| Participant deferral / active EE | $31,000 | $5,118+505.7% | $4,709+558.3% | $6,730+360.6% |
| Admin fee / account holder | $874 | $7,736-88.7% | $7,244-87.9% | $14,365-93.9% |