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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 | $173,057 | $88,754+95.0% | $81,820+111.5% | $145,877+18.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.26% | 1031.77%-1019.5pp | 777.93%-765.7pp | 551.28%-539.0pp |
| Employer contribution / active EE | $6,079 | $3,085+97.0% | $2,915+108.5% | $4,663+30.4% |
| Participant deferral / active EE | $5,966 | $4,648+28.4% | $4,323+38.0% | $6,691-10.8% |
| Admin fee / account holder | $29,249 | $8,424+247.2% | $7,391+295.8% | $13,402+118.2% |