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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 | $89,568 | $88,778+0.9% | $81,844+9.4% | $145,884-38.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.92% | 1033.03%-1020.1pp | 778.87%-765.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $19,250 | $3,087+523.6% | $2,916+560.1% | $4,662+312.9% |
| Participant deferral / active EE | $15,250 | $4,648+228.1% | $4,323+252.7% | $6,690+128.0% |
| Admin fee / account holder | $303 | $8,430-96.4% | $7,355-95.9% | $13,392-97.7% |