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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 | $85,483 | $72,396+18.1% | $67,511+26.6% | $145,959-41.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.92% | 7194.07%-7181.2pp | 3517.41%-3504.5pp | 561.95%-549.0pp |
| Employer contribution / active EE | $15,171 | $3,071+394.1% | $2,733+455.2% | $4,661+225.5% |
| Participant deferral / active EE | $5,847 | $4,781+22.3% | $4,000+46.2% | $6,689-12.6% |
| Admin fee / account holder | $308 | $5,538-94.4% | $3,999-92.3% | $13,398-97.7% |