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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 | $150,938 | $76,608+97.0% | $56,077+169.2% | $145,877+3.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.00% | 3009.59%-3000.6pp | 1709.28%-1700.3pp | 551.28%-542.3pp |
| Employer contribution / active EE | $17,385 | $1,382+1158.3% | $1,040+1571.1% | $4,663+272.8% |
| Participant deferral / active EE | $30,500 | $2,624+1062.3% | $1,954+1460.9% | $6,691+355.9% |
| Admin fee / account holder | $5,841 | $3,325+75.7% | $2,825+106.8% | $13,402-56.4% |