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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 | $73,421+107.3% | $66,439+129.1% | $155,188-1.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 14.99% | 1382.37%-1367.4pp | 757.66%-742.7pp | 148.84%-133.8pp |
| Employer contribution / active EE | $10,107 | $3,039+232.6% | $2,637+283.3% | $4,248+137.9% |
| Participant deferral / active EE | $8,699 | $4,680+85.9% | $3,876+124.4% | $6,531+33.2% |
| Admin fee / account holder | $30,950 | $8,856+249.5% | $6,173+401.3% | $14,480+113.7% |