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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 | $165,710 | $96,123+72.4% | $77,361+114.2% | $198,609-16.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 4.53% | 2054.81%-2050.3pp | 1011.54%-1007.0pp | 202.70%-198.2pp |
| Employer contribution / active EE | $6,663 | $3,791+75.8% | $2,990+122.8% | $5,055+31.8% |
| Participant deferral / active EE | $1,979 | $4,975-60.2% | $3,911-49.4% | $6,977-71.6% |
| Admin fee / account holder | $8,349 | $9,471-11.8% | $5,894+41.7% | $19,030-56.1% |