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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 | $96,123+58.3% | $77,361+96.7% | $198,609-23.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 14.99% | 2054.81%-2039.8pp | 1011.54%-996.5pp | 202.70%-187.7pp |
| Employer contribution / active EE | $10,107 | $3,791+166.6% | $2,990+238.0% | $5,055+99.9% |
| Participant deferral / active EE | $8,699 | $4,975+74.9% | $3,911+122.4% | $6,977+24.7% |
| Admin fee / account holder | $30,950 | $9,471+226.8% | $5,894+425.2% | $19,030+62.6% |