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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 | $154,315 | $96,691+59.6% | $86,656+78.1% | $139,487+10.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.21% | 106.87%-93.7pp | 593.09%-579.9pp | 373.84%-360.6pp |
| Employer contribution / active EE | $15,088 | $3,267+361.8% | $3,025+398.7% | $4,755+217.3% |
| Participant deferral / active EE | $14,360 | $4,838+196.8% | $4,439+223.5% | $6,713+113.9% |
| Admin fee / account holder | $522 | $6,414-91.9% | $5,619-90.7% | $11,407-95.4% |