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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 | $200,508 | $96,123+108.6% | $77,361+159.2% | $198,609+1.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 9.34% | 2054.81%-2045.5pp | 1011.54%-1002.2pp | 202.70%-193.4pp |
| Employer contribution / active EE | $10,889 | $3,791+187.3% | $2,990+264.2% | $5,055+115.4% |
| Participant deferral / active EE | $11,034 | $4,975+121.8% | $3,911+182.1% | $6,977+58.2% |
| Admin fee / account holder | $9,638 | $9,471+1.8% | $5,894+63.5% | $19,030-49.4% |