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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 | $144,836 | $57,305+152.7% | $86,640+67.2% | $75,173+92.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.88% | 2674.24%-2659.4pp | 592.52%-577.6pp | 160.72%-145.8pp |
| Employer contribution / active EE | $10,023 | $2,316+332.7% | $3,024+231.4% | $2,671+275.3% |
| Participant deferral / active EE | $7,010 | $3,320+111.2% | $4,438+58.0% | $4,126+69.9% |
| Admin fee / account holder | $3,026 | $4,116-26.5% | $5,616-46.1% | $5,651-46.4% |