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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 | $124,414 | $96,123+29.4% | $77,361+60.8% | $198,609-37.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 9.00% | 2054.81%-2045.8pp | 1011.54%-1002.5pp | 202.70%-193.7pp |
| Employer contribution / active EE | $6,439 | $3,791+69.9% | $2,990+115.3% | $5,055+27.4% |
| Participant deferral / active EE | $6,747 | $4,975+35.6% | $3,911+72.5% | $6,977-3.3% |
| Admin fee / account holder | $4,779 | $9,471-49.5% | $5,894-18.9% | $19,030-74.9% |