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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 | $164,407 | $88,778+85.2% | $81,844+100.9% | $145,884+12.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.43% | 1033.03%-1018.6pp | 778.87%-764.4pp | 551.85%-537.4pp |
| Employer contribution / active EE | $14,472 | $3,087+368.8% | $2,916+396.2% | $4,662+210.4% |
| Participant deferral / active EE | $9,186 | $4,648+97.6% | $4,323+112.5% | $6,690+37.3% |
| Admin fee / account holder | $7,077 | $8,430-16.0% | $7,355-3.8% | $13,392-47.2% |