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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 | $143,978 | $70,587+104.0% | $124,693+15.5% | $85,847+67.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 13.37% | 20688.83%-20675.5pp | 5144.19%-5130.8pp | 318.61%-305.2pp |
| Employer contribution / active EE | $5,251 | $1,913+174.4% | $3,324+58.0% | $2,565+104.7% |
| Participant deferral / active EE | $5,914 | $2,969+99.2% | $4,615+28.1% | $3,952+49.6% |
| Admin fee / account holder | $10,191 | $5,282+92.9% | $7,494+36.0% | $6,261+62.8% |