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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 | $170,653 | $96,123+77.5% | $77,361+120.6% | $198,609-14.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 8.92% | 2054.81%-2045.9pp | 1011.54%-1002.6pp | 202.70%-193.8pp |
| Employer contribution / active EE | $10,771 | $3,791+184.1% | $2,990+260.2% | $5,055+113.1% |
| Participant deferral / active EE | $11,219 | $4,975+125.5% | $3,911+186.9% | $6,977+60.8% |
| Admin fee / account holder | $13,955 | $9,471+47.4% | $5,894+136.8% | $19,030-26.7% |