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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 | $81,035 | $81,749-0.9% | $58,544+38.4% | $139,456-41.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 12.69% | 7425.45%-7412.8pp | 4249.56%-4236.9pp | 373.45%-360.8pp |
| Employer contribution / active EE | $2,237 | $1,398+60.0% | $1,053+112.4% | $4,753-52.9% |
| Participant deferral / active EE | $15,825 | $2,555+519.4% | $1,923+723.0% | $6,711+135.8% |
| Admin fee / account holder | $715 | $3,272-78.1% | $2,520-71.6% | $11,407-93.7% |