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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 | $82,329 | $176,688-53.4% | $130,660-37.0% | $152,897-46.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 21.60% | 2693.08%-2671.5pp | 1709.29%-1687.7pp | 345.43%-323.8pp |
| Employer contribution / active EE | $11,355 | $5,743+97.7% | $4,092+177.5% | $4,764+138.4% |
| Participant deferral / active EE | $6,348 | $4,362+45.5% | $3,603+76.2% | $5,851+8.5% |
| Admin fee / account holder | $1,203 | $7,131-83.1% | $5,463-78.0% | $11,599-89.6% |