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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 | $147,410 | $84,741+74.0% | $75,731+94.6% | $167,553-12.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 9.65% | 199.72%-190.1pp | 104.65%-95.0pp | 478.89%-469.2pp |
| Employer contribution / active EE | $3,660 | $3,230+13.3% | $2,743+33.4% | $4,840-24.4% |
| Participant deferral / active EE | $22,006 | $4,577+380.8% | $3,820+476.1% | $6,343+247.0% |
| Admin fee / account holder | $1,650 | $5,361-69.2% | $3,620-54.4% | $12,316-86.6% |