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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 | $127,247 | $73,421+73.3% | $66,439+91.5% | $155,188-18.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 18.69% | 1382.37%-1363.7pp | 757.66%-739.0pp | 148.84%-130.2pp |
| Employer contribution / active EE | $8,067 | $3,039+165.4% | $2,637+205.9% | $4,248+89.9% |
| Participant deferral / active EE | $12,791 | $4,680+173.3% | $3,876+230.0% | $6,531+95.8% |
| Admin fee / account holder | $448 | $8,856-94.9% | $6,173-92.7% | $14,480-96.9% |