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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 | $11,718 | $72,403-83.8% | $67,524-82.6% | $145,978-92.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.89% | 7197.23%-7182.3pp | 3519.41%-3504.5pp | 550.52%-535.6pp |
| Employer contribution / active EE | $4,370 | $3,072+42.3% | $2,734+59.8% | $4,662-6.3% |
| Participant deferral / active EE | $9,763 | $4,782+104.1% | $4,001+144.0% | $6,690+45.9% |
| Admin fee / account holder | $538 | $5,541-90.3% | $4,001-86.6% | $13,400-96.0% |