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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 | $129,911 | $102,696+26.5% | $86,235+50.6% | $139,487-6.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.19% | 1925.91%-1911.7pp | 1170.03%-1155.8pp | 373.84%-359.7pp |
| Employer contribution / active EE | $13,724 | $3,034+352.3% | $2,381+476.4% | $4,755+188.6% |
| Participant deferral / active EE | $24,083 | $4,679+414.7% | $3,987+504.1% | $6,713+258.8% |
| Admin fee / account holder | $1,056 | $8,667-87.8% | $6,856-84.6% | $11,407-90.7% |