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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 | $81,250 | $72,396+12.2% | $67,511+20.4% | $145,959-44.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.93% | 7194.07%-7183.1pp | 3517.41%-3506.5pp | 561.95%-551.0pp |
| Employer contribution / active EE | $1,664 | $3,071-45.8% | $2,733-39.1% | $4,661-64.3% |
| Participant deferral / active EE | $2,906 | $4,781-39.2% | $4,000-27.4% | $6,689-56.5% |
| Admin fee / account holder | $661 | $5,538-88.1% | $3,999-83.5% | $13,398-95.1% |