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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 | $134,609 | $104,577+28.7% | $76,667+75.6% | $152,909-12.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 14.72% | 1014.36%-999.6pp | 1166.74%-1152.0pp | 345.46%-330.7pp |
| Employer contribution / active EE | $7,170 | $3,119+129.9% | $2,303+211.4% | $4,764+50.5% |
| Participant deferral / active EE | $7,941 | $4,237+87.4% | $3,336+138.0% | $5,851+35.7% |
| Admin fee / account holder | $70,166 | $12,290+470.9% | $6,423+992.3% | $11,601+504.8% |