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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 | $143,408 | $185,225-22.6% | $142,898+0.4% | $167,553-14.4% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 17.39% | 8558.12%-8540.7pp | 5639.64%-5622.3pp | 478.89%-461.5pp |
| Employer contribution / active EE | $7,500 | $5,607+33.8% | $4,146+80.9% | $4,840+55.0% |
| Participant deferral / active EE | $9,750 | $4,496+116.9% | $3,838+154.0% | $6,343+53.7% |
| Admin fee / account holder | $874 | $8,032-89.1% | $6,560-86.7% | $12,316-92.9% |