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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 | $150,938 | $104,577+44.3% | $76,667+96.9% | $152,909-1.3% |
| Participation rate | 78.6% | 76.6%+1.9pp | 72.1%+6.5pp | 82.5%-3.9pp |
| Annual return | 20.55% | 1014.36%-993.8pp | 1166.74%-1146.2pp | 345.46%-324.9pp |
| Employer contribution / active EE | $1,913 | $3,119-38.7% | $2,303-16.9% | $4,764-59.8% |
| Participant deferral / active EE | $4,783 | $4,237+12.9% | $3,336+43.4% | $5,851-18.3% |
| Admin fee / account holder | $84,947 | $12,290+591.2% | $6,423+1222.4% | $11,601+632.3% |