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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 | $112,500 | $109,872+2.4% | $98,483+14.2% | $167,536-32.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.53% | 1959.31%-1945.8pp | 1494.38%-1480.9pp | 478.82%-465.3pp |
| Employer contribution / active EE | $6,273 | $3,225+94.5% | $2,961+111.9% | $4,839+29.6% |
| Participant deferral / active EE | $13,467 | $4,673+188.2% | $4,276+214.9% | $6,342+112.3% |
| Admin fee / account holder | $23,627 | $6,757+249.7% | $5,953+296.9% | $12,315+91.9% |