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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 | $109,382 | $84,684+29.2% | $73,835+48.1% | $125,388-12.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 5.96% | 3123.93%-3118.0pp | 2268.13%-2262.2pp | 282.24%-276.3pp |
| Employer contribution / active EE | $19,394 | $3,123+520.9% | $2,788+595.7% | $4,866+298.5% |
| Participant deferral / active EE | $12,117 | $3,993+203.5% | $3,583+238.2% | $5,352+126.4% |
| Admin fee / account holder | $62,515 | $5,691+998.5% | $4,880+1181.2% | $9,541+555.2% |