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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 | $161,164 | $72,426+122.5% | $67,560+138.6% | $145,897+10.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.76% | 7226.78%-7217.0pp | 3533.50%-3523.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $7,660 | $3,074+149.1% | $2,737+179.9% | $4,663+64.3% |
| Participant deferral / active EE | $17,167 | $4,785+258.8% | $4,004+328.7% | $6,689+156.6% |
| Admin fee / account holder | $1,316 | $5,514-76.1% | $3,994-67.1% | $13,390-90.2% |