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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 | $127,904 | $102,663+24.6% | $86,216+48.4% | $139,466-8.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.67% | 1924.52%-1903.8pp | 1169.42%-1148.7pp | 373.66%-353.0pp |
| Employer contribution / active EE | $2,207 | $3,035-27.3% | $2,382-7.3% | $4,754-53.6% |
| Participant deferral / active EE | $2,901 | $4,677-38.0% | $3,986-27.2% | $6,712-56.8% |
| Admin fee / account holder | $46,941 | $8,663+441.9% | $6,853+584.9% | $11,409+311.4% |