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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 | $173,233 | $109,863+57.7% | $98,477+75.9% | $167,518+3.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.30% | 1958.09%-1942.8pp | 1493.59%-1478.3pp | 478.71%-463.4pp |
| Employer contribution / active EE | $8,945 | $3,225+177.3% | $2,961+202.1% | $4,838+84.9% |
| Participant deferral / active EE | $7,600 | $4,673+62.6% | $4,276+77.7% | $6,342+19.8% |
| Admin fee / account holder | $1,384 | $6,755-79.5% | $5,951-76.8% | $12,312-88.8% |