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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 | $84,573 | $81,668+3.6% | $58,507+44.6% | $139,487-39.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 7.97% | 7430.07%-7422.1pp | 4252.32%-4244.4pp | 373.84%-365.9pp |
| Employer contribution / active EE | $10,754 | $1,398+669.4% | $1,053+921.0% | $4,755+126.2% |
| Participant deferral / active EE | $11,851 | $2,554+364.1% | $1,922+516.5% | $6,713+76.5% |
| Admin fee / account holder | $4,254 | $3,212+32.4% | $2,486+71.1% | $11,407-62.7% |