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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 | $171,302 | $73,421+133.3% | $66,439+157.8% | $155,188+10.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 17.38% | 1382.37%-1365.0pp | 757.66%-740.3pp | 148.84%-131.5pp |
| Employer contribution / active EE | $9,165 | $3,039+201.6% | $2,637+247.6% | $4,248+115.8% |
| Participant deferral / active EE | $5,466 | $4,680+16.8% | $3,876+41.0% | $6,531-16.3% |
| Admin fee / account holder | $656 | $8,856-92.6% | $6,173-89.4% | $14,480-95.5% |