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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 | $152,693 | $102,635+48.8% | $86,209+77.1% | $139,456+9.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.89% | 1923.53%-1906.6pp | 1169.05%-1152.2pp | 373.45%-356.6pp |
| Employer contribution / active EE | $6,442 | $3,034+112.3% | $2,381+170.5% | $4,753+35.5% |
| Participant deferral / active EE | $4,613 | $4,677-1.4% | $3,986+15.7% | $6,711-31.3% |
| Admin fee / account holder | $53,891 | $8,661+522.2% | $6,853+686.4% | $11,407+372.4% |