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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 | $160,455 | $102,663+56.3% | $86,216+86.1% | $139,466+15.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.48% | 1924.52%-1907.0pp | 1169.42%-1151.9pp | 373.66%-356.2pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,737 | $4,677+108.2% | $3,986+144.3% | $6,712+45.1% |
| Admin fee / account holder | $1,496 | $8,663-82.7% | $6,853-78.2% | $11,409-86.9% |