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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 | $155,143 | $96,123+61.4% | $77,361+100.5% | $198,609-21.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 14.98% | 2054.81%-2039.8pp | 1011.54%-996.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $19,930 | $3,791+425.8% | $2,990+566.5% | $5,055+294.2% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $21,229 | $9,471+124.2% | $5,894+260.2% | $19,030+11.6% |