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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 | $104,577+57.5% | $76,667+114.8% | $152,909+7.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 18.41% | 1014.36%-996.0pp | 1166.74%-1148.3pp | 345.46%-327.1pp |
| Employer contribution / active EE | $4,143 | $3,119+32.8% | $2,303+79.9% | $4,764-13.0% |
| Participant deferral / active EE | $5,029 | $4,237+18.7% | $3,336+50.7% | $5,851-14.1% |
| Admin fee / account holder | $28,597 | $12,290+132.7% | $6,423+345.2% | $11,601+146.5% |