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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 | $135,537 | $72,396+87.2% | $67,511+100.8% | $145,959-7.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.13% | 7194.07%-7183.9pp | 3517.41%-3507.3pp | 561.95%-551.8pp |
| Employer contribution / active EE | $8,940 | $3,071+191.2% | $2,733+227.2% | $4,661+91.8% |
| Participant deferral / active EE | $8,032 | $4,781+68.0% | $4,000+100.8% | $6,689+20.1% |
| Admin fee / account holder | $4,549 | $5,538-17.9% | $3,999+13.7% | $13,398-66.0% |