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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 | $131,892 | $180,749-27.0% | $160,784-18.0% | $137,256-3.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 25.40% | 2234.46%-2209.1pp | 1803.92%-1778.5pp | 220.34%-194.9pp |
| Employer contribution / active EE | $7,530 | $4,155+81.2% | $3,733+101.7% | $4,156+81.2% |
| Participant deferral / active EE | $30,750 | $6,844+349.3% | $6,293+388.6% | $6,407+380.0% |
| Admin fee / account holder | $1,389 | $10,397-86.6% | $9,717-85.7% | $12,270-88.7% |