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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 | $144,513 | $124,175+16.4% | $108,405+33.3% | $167,553-13.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.89% | 1380.13%-1366.2pp | 905.55%-891.7pp | 478.89%-465.0pp |
| Employer contribution / active EE | $1,911 | $4,188-54.4% | $3,559-46.3% | $4,840-60.5% |
| Participant deferral / active EE | $5,369 | $6,908-22.3% | $6,563-18.2% | $6,343-15.3% |
| Admin fee / account holder | $78,942 | $9,457+734.8% | $7,297+981.9% | $12,316+541.0% |