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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 | $145,570 | $72,396+101.1% | $67,511+115.6% | $145,959-0.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.04% | 7194.07%-7178.0pp | 3517.41%-3501.4pp | 561.95%-545.9pp |
| Employer contribution / active EE | $4,150 | $3,071+35.1% | $2,733+51.9% | $4,661-11.0% |
| Participant deferral / active EE | $3,812 | $4,781-20.3% | $4,000-4.7% | $6,689-43.0% |
| Admin fee / account holder | $2,601 | $5,538-53.0% | $3,999-35.0% | $13,398-80.6% |