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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 | $88,778+69.1% | $81,844+83.4% | $145,884+2.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.64% | 1033.03%-1022.4pp | 778.87%-768.2pp | 551.85%-541.2pp |
| Employer contribution / active EE | $4,594 | $3,087+48.8% | $2,916+57.5% | $4,662-1.5% |
| Participant deferral / active EE | $8,700 | $4,648+87.2% | $4,323+101.2% | $6,690+30.0% |
| Admin fee / account holder | $31,649 | $8,430+275.4% | $7,355+330.3% | $13,392+136.3% |