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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 | $147,587 | $70,587+109.1% | $124,694+18.4% | $85,851+71.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 13.18% | 20688.83%-20675.6pp | 5144.82%-5131.6pp | 318.63%-305.5pp |
| Employer contribution / active EE | $9,235 | $1,913+382.6% | $3,325+177.8% | $2,565+260.0% |
| Participant deferral / active EE | $2,641 | $2,969-11.0% | $4,615-42.8% | $3,952-33.2% |
| Admin fee / account holder | $14,090 | $5,282+166.8% | $7,495+88.0% | $6,261+125.1% |