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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 | $150,136 | $88,815+69.0% | $81,882+83.4% | $145,897+2.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.64% | 1033.75%-1023.1pp | 779.47%-768.8pp | 552.29%-541.7pp |
| Employer contribution / active EE | $4,594 | $3,086+48.8% | $2,916+57.5% | $4,663-1.5% |
| Participant deferral / active EE | $8,700 | $4,647+87.2% | $4,323+101.2% | $6,689+30.1% |
| Admin fee / account holder | $31,649 | $8,434+275.2% | $7,360+330.0% | $13,390+136.4% |