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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 | $133,799 | $169,361-21.0% | $129,397+3.4% | $145,877-8.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.68% | 14395.54%-14383.9pp | 9453.98%-9442.3pp | 551.28%-539.6pp |
| Employer contribution / active EE | $6,410 | $5,542+15.7% | $4,154+54.3% | $4,663+37.5% |
| Participant deferral / active EE | $17,461 | $4,987+250.1% | $4,167+319.0% | $6,691+161.0% |
| Admin fee / account holder | $31,728 | $9,903+220.4% | $7,679+313.2% | $13,402+136.7% |