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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 | $156,314 | $99,009+57.9% | $86,581+80.5% | $147,585+5.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.37% | 1312.70%-1294.3pp | 965.06%-946.7pp | 578.58%-560.2pp |
| Employer contribution / active EE | $3,365 | $3,132+7.4% | $2,840+18.5% | $4,876-31.0% |
| Participant deferral / active EE | $4,050 | $3,972+2.0% | $3,609+12.2% | $5,439-25.5% |
| Admin fee / account holder | $47,252 | $5,709+727.7% | $4,904+863.5% | $10,886+334.1% |