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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 | $94,283 | $81,668+15.4% | $58,507+61.1% | $139,487-32.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 16.40% | 7430.07%-7413.7pp | 4252.32%-4235.9pp | 373.84%-357.4pp |
| Employer contribution / active EE | $7,284 | $1,398+421.1% | $1,053+591.5% | $4,755+53.2% |
| Participant deferral / active EE | $11,785 | $2,554+361.5% | $1,922+513.1% | $6,713+75.6% |
| Admin fee / account holder | $807 | $3,212-74.9% | $2,486-67.5% | $11,407-92.9% |