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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 | $147,915 | $96,123+53.9% | $77,361+91.2% | $198,609-25.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 21.83% | 2054.81%-2033.0pp | 1011.54%-989.7pp | 202.70%-180.9pp |
| Employer contribution / active EE | $6,006 | $3,791+58.4% | $2,990+100.9% | $5,055+18.8% |
| Participant deferral / active EE | $17,614 | $4,975+254.1% | $3,911+350.4% | $6,977+152.5% |
| Admin fee / account holder | $1,089 | $9,471-88.5% | $5,894-81.5% | $19,030-94.3% |