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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 | $146,479 | $72,396+102.3% | $67,511+117.0% | $145,959+0.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.78% | 7194.07%-7182.3pp | 3517.41%-3505.6pp | 561.95%-550.2pp |
| Employer contribution / active EE | $4,435 | $3,071+44.4% | $2,733+62.3% | $4,661-4.8% |
| Participant deferral / active EE | $6,185 | $4,781+29.4% | $4,000+54.6% | $6,689-7.5% |
| Admin fee / account holder | $1,944 | $5,538-64.9% | $3,999-51.4% | $13,398-85.5% |