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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 | $176,290 | $76,785+129.6% | $56,441+212.3% | $145,959+20.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.65% | 3000.51%-2989.9pp | 1704.21%-1693.6pp | 561.95%-551.3pp |
| Employer contribution / active EE | $4,167 | $1,381+201.8% | $1,039+301.0% | $4,661-10.6% |
| Participant deferral / active EE | $7,711 | $2,624+193.9% | $1,953+294.8% | $6,689+15.3% |
| Admin fee / account holder | $21,155 | $3,334+534.5% | $2,829+647.8% | $13,398+57.9% |