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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 | $241,127 | $109,863+119.5% | $98,477+144.9% | $167,518+43.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.24% | 1958.09%-1944.9pp | 1493.59%-1480.3pp | 478.71%-465.5pp |
| Employer contribution / active EE | $11,861 | $3,225+267.8% | $2,961+300.6% | $4,838+145.1% |
| Participant deferral / active EE | $8,051 | $4,673+72.3% | $4,276+88.3% | $6,342+26.9% |
| Admin fee / account holder | $13,519 | $6,755+100.1% | $5,951+127.2% | $12,312+9.8% |