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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 | $218,069 | $72,403+201.2% | $67,524+223.0% | $145,978+49.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.41% | 7197.23%-7186.8pp | 3519.41%-3509.0pp | 550.52%-540.1pp |
| Employer contribution / active EE | $6,634 | $3,072+116.0% | $2,734+142.6% | $4,662+42.3% |
| Participant deferral / active EE | $5,867 | $4,782+22.7% | $4,001+46.6% | $6,690-12.3% |
| Admin fee / account holder | $4,128 | $5,541-25.5% | $4,001+3.2% | $13,400-69.2% |