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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 | $135,862 | $70,121+93.8% | $63,803+112.9% | $138,895-2.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 10.64% | 946.48%-935.8pp | 543.72%-533.1pp | 145.39%-134.8pp |
| Employer contribution / active EE | $11,037 | $2,882+282.9% | $2,532+335.8% | $4,194+163.1% |
| Participant deferral / active EE | $5,547 | $4,535+22.3% | $3,843+44.3% | $6,396-13.3% |
| Admin fee / account holder | $24,264 | $6,738+260.1% | $5,196+366.9% | $12,562+93.2% |