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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 | $157,869 | $104,577+51.0% | $76,667+105.9% | $152,909+3.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 19.27% | 1014.36%-995.1pp | 1166.74%-1147.5pp | 345.46%-326.2pp |
| Employer contribution / active EE | $4,657 | $3,119+49.3% | $2,303+102.2% | $4,764-2.2% |
| Participant deferral / active EE | $2,884 | $4,237-31.9% | $3,336-13.5% | $5,851-50.7% |
| Admin fee / account holder | $33,007 | $12,290+168.6% | $6,423+413.9% | $11,601+184.5% |