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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 | $108,059 | $72,403+49.2% | $67,524+60.0% | $145,978-26.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.53% | 7197.23%-7179.7pp | 3519.41%-3501.9pp | 550.52%-533.0pp |
| Employer contribution / active EE | $5,875 | $3,072+91.3% | $2,734+114.9% | $4,662+26.0% |
| Participant deferral / active EE | $8,887 | $4,782+85.8% | $4,001+122.1% | $6,690+32.8% |
| Admin fee / account holder | $18,578 | $5,541+235.3% | $4,001+364.4% | $13,400+38.6% |