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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 | $151,314 | $102,635+47.4% | $86,209+75.5% | $139,456+8.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.43% | 1923.53%-1907.1pp | 1169.05%-1152.6pp | 373.45%-357.0pp |
| Employer contribution / active EE | $9,837 | $3,034+224.2% | $2,381+313.1% | $4,753+107.0% |
| Participant deferral / active EE | $6,939 | $4,677+48.4% | $3,986+74.1% | $6,711+3.4% |
| Admin fee / account holder | $1,561 | $8,661-82.0% | $6,853-77.2% | $11,407-86.3% |