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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 | $116,595 | $72,396+61.1% | $67,511+72.7% | $145,959-20.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 18.57% | 7194.07%-7175.5pp | 3517.41%-3498.8pp | 561.95%-543.4pp |
| Employer contribution / active EE | $7,688 | $3,071+150.4% | $2,733+181.4% | $4,661+65.0% |
| Participant deferral / active EE | $8,865 | $4,781+85.4% | $4,000+121.6% | $6,689+32.5% |
| Admin fee / account holder | $576 | $5,538-89.6% | $3,999-85.6% | $13,398-95.7% |