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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 | $151,930 | $101,653+49.5% | $147,080+3.3% | $74,459+104.0% |
| Participation rate | 76.5% | 75.6%+0.9pp | 82.2%-5.7pp | 67.2%+9.2pp |
| Annual return | 13.57% | 8754.98%-8741.4pp | 420.17%-406.6pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $9,717 | $3,813+154.8% | $4,933+97.0% | $2,626+270.1% |
| Participant deferral / active EE | $14,942 | $7,304+104.6% | $8,066+85.2% | $4,350+243.5% |
| Admin fee / account holder | $32,323 | $1,752+1745.4% | $12,989+148.9% | $1,945+1562.0% |