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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 | $96,585 | $100,911-4.3% | $90,440+6.8% | $158,966-39.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 126.50% | 1726.62%-1600.1pp | 1294.38%-1167.9pp | 302.95%-176.5pp |
| Employer contribution / active EE | $13,905 | $3,690+276.8% | $3,263+326.1% | $4,762+192.0% |
| Participant deferral / active EE | $9,256 | $4,348+112.8% | $3,964+133.5% | $5,983+54.7% |
| Admin fee / account holder | $735 | $6,507-88.7% | $5,615-86.9% | $11,250-93.5% |