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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 | $137,010 | $72,465+89.1% | $67,575+102.8% | $145,884-6.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.74% | 7222.56%-7211.8pp | 3528.98%-3518.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $3,476 | $3,074+13.1% | $2,736+27.1% | $4,662-25.4% |
| Participant deferral / active EE | $5,629 | $4,786+17.6% | $4,003+40.6% | $6,690-15.9% |
| Admin fee / account holder | $38,228 | $5,515+593.1% | $3,993+857.4% | $13,392+185.5% |