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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 | $121,807 | $76,522+59.2% | $56,033+117.4% | $145,884-16.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 19.48% | 3014.28%-2994.8pp | 1711.38%-1691.9pp | 551.85%-532.4pp |
| Employer contribution / active EE | $3,359 | $1,382+143.0% | $1,041+222.7% | $4,662-27.9% |
| Participant deferral / active EE | $6,064 | $2,624+131.1% | $1,954+210.3% | $6,690-9.4% |
| Admin fee / account holder | $9,776 | $3,328+193.7% | $2,827+245.8% | $13,392-27.0% |