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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 | $179,492 | $169,361+6.0% | $129,397+38.7% | $145,877+23.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.24% | 14395.54%-14384.3pp | 9453.98%-9442.7pp | 551.28%-540.0pp |
| Employer contribution / active EE | $11,684 | $5,542+110.8% | $4,154+181.3% | $4,663+150.6% |
| Participant deferral / active EE | $25,500 | $4,987+411.3% | $4,167+511.9% | $6,691+281.1% |
| Admin fee / account holder | $3,584 | $9,903-63.8% | $7,679-53.3% | $13,402-73.3% |