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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 | $191,407 | $176,688+8.3% | $130,660+46.5% | $152,897+25.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 20.96% | 2693.08%-2672.1pp | 1709.29%-1688.3pp | 345.43%-324.5pp |
| Employer contribution / active EE | $5,253 | $5,743-8.5% | $4,092+28.4% | $4,764+10.3% |
| Participant deferral / active EE | $11,715 | $4,362+168.6% | $3,603+225.1% | $5,851+100.2% |
| Admin fee / account holder | $37,128 | $7,131+420.7% | $5,463+579.6% | $11,599+220.1% |