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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 | $148,669 | $101,591+46.3% | $147,096+1.1% | $74,429+99.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.12% | 8746.45%-8733.3pp | 419.75%-406.6pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $3,563 | $3,813-6.5% | $4,936-27.8% | $2,625+35.8% |
| Participant deferral / active EE | $9,688 | $7,302+32.7% | $8,071+20.0% | $4,348+122.8% |
| Admin fee / account holder | $6,885 | $1,750+293.4% | $13,005-47.1% | $1,944+254.1% |