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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 | $126,131 | $72,465+74.1% | $67,575+86.7% | $145,884-13.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.86% | 7222.56%-7205.7pp | 3528.98%-3512.1pp | 551.85%-535.0pp |
| Employer contribution / active EE | $14,682 | $3,074+377.7% | $2,736+436.7% | $4,662+214.9% |
| Participant deferral / active EE | $10,451 | $4,786+118.4% | $4,003+161.1% | $6,690+56.2% |
| Admin fee / account holder | $514 | $5,515-90.7% | $3,993-87.1% | $13,392-96.2% |