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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 | $111,511 | $101,539+9.8% | $147,041-24.2% | $74,400+49.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.44% | 8740.84%-8727.4pp | 419.21%-405.8pp | 1367.51%-1354.1pp |
| Employer contribution / active EE | $5,842 | $3,811+53.3% | $4,935+18.4% | $2,624+122.6% |
| Participant deferral / active EE | $10,926 | $7,304+49.6% | $8,071+35.4% | $4,348+151.3% |
| Admin fee / account holder | $5,579 | $1,749+218.9% | $13,006-57.1% | $1,944+187.0% |