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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 | $245,893 | $155,840+57.8% | $124,694+97.2% | $167,553+46.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.21% | 17.98%-4.8pp | 5144.82%-5131.6pp | 478.89%-465.7pp |
| Employer contribution / active EE | $5,537 | $4,165+32.9% | $3,325+66.6% | $4,840+14.4% |
| Participant deferral / active EE | $4,249 | $5,675-25.1% | $4,615-7.9% | $6,343-33.0% |
| Admin fee / account holder | $120,929 | $9,536+1168.2% | $7,495+1513.4% | $12,316+881.9% |