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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 | $150,338 | $176,688-14.9% | $130,660+15.1% | $152,897-1.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 16.78% | 2693.08%-2676.3pp | 1709.29%-1692.5pp | 345.43%-328.6pp |
| Employer contribution / active EE | $9,815 | $5,743+70.9% | $4,092+139.9% | $4,764+106.1% |
| Participant deferral / active EE | $8,717 | $4,362+99.8% | $3,603+141.9% | $5,851+49.0% |
| Admin fee / account holder | $4,527 | $7,131-36.5% | $5,463-17.1% | $11,599-61.0% |