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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 | $164,661 | $104,520+57.5% | $76,823+114.3% | $152,885+7.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 18.41% | 1014.03%-995.6pp | 1166.42%-1148.0pp | 345.39%-327.0pp |
| Employer contribution / active EE | $4,143 | $3,117+32.9% | $2,302+80.0% | $4,763-13.0% |
| Participant deferral / active EE | $5,029 | $4,236+18.7% | $3,336+50.8% | $5,851-14.1% |
| Admin fee / account holder | $28,597 | $12,283+132.8% | $6,422+345.3% | $11,598+146.6% |