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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 | $179,324 | $104,520+71.6% | $76,823+133.4% | $152,885+17.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 27.01% | 1014.03%-987.0pp | 1166.42%-1139.4pp | 345.39%-318.4pp |
| Employer contribution / active EE | $2,427 | $3,117-22.1% | $2,302+5.4% | $4,763-49.0% |
| Participant deferral / active EE | $5,331 | $4,236+25.9% | $3,336+59.8% | $5,851-8.9% |
| Admin fee / account holder | $754 | $12,283-93.9% | $6,422-88.3% | $11,598-93.5% |