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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 | $128,982 | $109,872+17.4% | $98,483+31.0% | $167,536-23.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.59% | 1959.31%-1948.7pp | 1494.38%-1483.8pp | 478.82%-468.2pp |
| Employer contribution / active EE | $15,079 | $3,225+367.5% | $2,961+409.3% | $4,839+211.6% |
| Participant deferral / active EE | $6,399 | $4,673+36.9% | $4,276+49.6% | $6,342+0.9% |
| Admin fee / account holder | $15,060 | $6,757+122.9% | $5,953+153.0% | $12,315+22.3% |