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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 | $76,522+43.7% | $56,033+96.2% | $145,884-24.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.94% | 3014.28%-2998.3pp | 1711.38%-1695.4pp | 551.85%-535.9pp |
| Employer contribution / active EE | $14,066 | $1,382+917.6% | $1,041+1251.3% | $4,662+201.7% |
| Participant deferral / active EE | $14,066 | $2,624+436.1% | $1,954+619.9% | $6,690+110.3% |
| Admin fee / account holder | $969 | $3,328-70.9% | $2,827-65.7% | $13,392-92.8% |