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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 | $152,204 | $76,368+99.3% | $67,681+124.9% | $154,746-1.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 14.99% | 1066.77%-1051.8pp | 590.58%-575.6pp | 172.34%-157.3pp |
| Employer contribution / active EE | $10,107 | $3,151+220.7% | $2,678+277.4% | $4,379+130.8% |
| Participant deferral / active EE | $8,699 | $4,824+80.3% | $3,976+118.8% | $6,730+29.3% |
| Admin fee / account holder | $30,950 | $8,559+261.6% | $6,100+407.4% | $14,365+115.4% |