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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 | $154,044 | $176,688-12.8% | $130,660+17.9% | $152,897+0.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 20.85% | 2693.08%-2672.2pp | 1709.29%-1688.4pp | 345.43%-324.6pp |
| Employer contribution / active EE | $2,413 | $5,743-58.0% | $4,092-41.0% | $4,764-49.3% |
| Participant deferral / active EE | $11,250 | $4,362+157.9% | $3,603+212.2% | $5,851+92.3% |
| Admin fee / account holder | $955 | $7,131-86.6% | $5,463-82.5% | $11,599-91.8% |