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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 | $150,354 | $109,872+36.8% | $98,483+52.7% | $167,536-10.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 28.60% | 1959.31%-1930.7pp | 1494.38%-1465.8pp | 478.82%-450.2pp |
| Employer contribution / active EE | $6,553 | $3,225+103.2% | $2,961+121.3% | $4,839+35.4% |
| Participant deferral / active EE | $7,493 | $4,673+60.3% | $4,276+75.2% | $6,342+18.1% |
| Admin fee / account holder | $2,314 | $6,757-65.8% | $5,953-61.1% | $12,315-81.2% |