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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 | $141,496 | $72,465+95.3% | $67,575+109.4% | $145,884-3.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.69% | 7222.56%-7210.9pp | 3528.98%-3517.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $3,184 | $3,074+3.6% | $2,736+16.4% | $4,662-31.7% |
| Participant deferral / active EE | $8,814 | $4,786+84.2% | $4,003+120.2% | $6,690+31.8% |
| Admin fee / account holder | $4,264 | $5,515-22.7% | $3,993+6.8% | $13,392-68.2% |