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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 | $142,432 | $72,403+96.7% | $67,524+110.9% | $145,978-2.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.72% | 7197.23%-7181.5pp | 3519.41%-3503.7pp | 550.52%-534.8pp |
| Employer contribution / active EE | $1,995 | $3,072-35.0% | $2,734-27.0% | $4,662-57.2% |
| Participant deferral / active EE | $17,291 | $4,782+261.6% | $4,001+332.1% | $6,690+158.5% |
| Admin fee / account holder | $8,043 | $5,541+45.1% | $4,001+101.0% | $13,400-40.0% |