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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 | $162,894 | $176,688-7.8% | $130,660+24.7% | $152,909+6.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 23.23% | 2693.08%-2669.9pp | 1709.29%-1686.1pp | 345.46%-322.2pp |
| Employer contribution / active EE | $4,102 | $5,743-28.6% | $4,092+0.2% | $4,764-13.9% |
| Participant deferral / active EE | $8,000 | $4,362+83.4% | $3,603+122.0% | $5,851+36.7% |
| Admin fee / account holder | $6,000 | $7,131-15.9% | $5,463+9.8% | $11,601-48.3% |