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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 | $149,284 | $234,190-36.3% | $180,320-17.2% | $198,609-24.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 6.98% | 1057.44%-1050.5pp | 778.54%-771.6pp | 202.70%-195.7pp |
| Employer contribution / active EE | $9,000 | $5,258+71.2% | $4,108+119.1% | $5,055+78.0% |
| Participant deferral / active EE | $34,750 | $4,988+596.6% | $4,304+707.3% | $6,977+398.1% |
| Admin fee / account holder | $530 | $12,558-95.8% | $10,000-94.7% | $19,030-97.2% |