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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 | $154,457 | $88,778+74.0% | $81,844+88.7% | $145,884+5.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.97% | 1033.03%-1023.1pp | 778.87%-768.9pp | 551.85%-541.9pp |
| Employer contribution / active EE | $19,500 | $3,087+531.7% | $2,916+568.6% | $4,662+318.2% |
| Participant deferral / active EE | $6,000 | $4,648+29.1% | $4,323+38.8% | $6,690-10.3% |
| Admin fee / account holder | $1,495 | $8,430-82.3% | $7,355-79.7% | $13,392-88.8% |