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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 | $134,315 | $109,863+22.3% | $98,477+36.4% | $167,518-19.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.31% | 1958.09%-1943.8pp | 1493.59%-1479.3pp | 478.71%-464.4pp |
| Employer contribution / active EE | $24,770 | $3,225+668.1% | $2,961+736.7% | $4,838+411.9% |
| Participant deferral / active EE | $9,534 | $4,673+104.0% | $4,276+122.9% | $6,342+50.3% |
| Admin fee / account holder | $6,725 | $6,755-0.4% | $5,951+13.0% | $12,312-45.4% |