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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 | $222,353 | $176,688+25.8% | $130,660+70.2% | $152,885+45.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 17.54% | 2693.08%-2675.5pp | 1709.29%-1691.8pp | 345.39%-327.9pp |
| Employer contribution / active EE | $14,581 | $5,743+153.9% | $4,092+256.3% | $4,763+206.1% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,876 | $7,131-59.7% | $5,463-47.4% | $11,598-75.2% |