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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 | $107,618 | $102,663+4.8% | $86,216+24.8% | $139,466-22.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.99% | 1924.52%-1904.5pp | 1169.42%-1149.4pp | 373.66%-353.7pp |
| Employer contribution / active EE | $5,982 | $3,035+97.1% | $2,382+151.2% | $4,754+25.8% |
| Participant deferral / active EE | $10,153 | $4,677+117.1% | $3,986+154.7% | $6,712+51.3% |
| Admin fee / account holder | $1,427 | $8,663-83.5% | $6,853-79.2% | $11,409-87.5% |