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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 | $109,954 | $76,519+43.7% | $56,025+96.3% | $145,897-24.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.94% | 3017.03%-3001.1pp | 1712.69%-1696.7pp | 552.29%-536.4pp |
| Employer contribution / active EE | $14,066 | $1,383+916.8% | $1,042+1250.4% | $4,663+201.7% |
| Participant deferral / active EE | $14,066 | $2,624+436.0% | $1,955+619.7% | $6,689+110.3% |
| Admin fee / account holder | $969 | $3,331-70.9% | $2,828-65.7% | $13,390-92.8% |