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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 | $179,737 | $72,465+148.0% | $67,575+166.0% | $145,884+23.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.73% | 7222.56%-7205.8pp | 3528.98%-3512.2pp | 551.85%-535.1pp |
| Employer contribution / active EE | $5,416 | $3,074+76.2% | $2,736+98.0% | $4,662+16.2% |
| Participant deferral / active EE | $9,859 | $4,786+106.0% | $4,003+146.3% | $6,690+47.4% |
| Admin fee / account holder | $1,803 | $5,515-67.3% | $3,993-54.8% | $13,392-86.5% |