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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 | $213,796 | $185,225+15.4% | $142,898+49.6% | $167,536+27.6% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 14.88% | 8558.12%-8543.2pp | 5639.64%-5624.8pp | 478.82%-463.9pp |
| Employer contribution / active EE | $14,754 | $5,607+163.1% | $4,146+255.9% | $4,839+204.9% |
| Participant deferral / active EE | $8,667 | $4,496+92.8% | $3,838+125.8% | $6,342+36.6% |
| Admin fee / account holder | $2,145 | $8,032-73.3% | $6,560-67.3% | $12,315-82.6% |