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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 | $153,251 | $167,030-8.2% | $135,768+12.9% | $155,188-1.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 17.33% | 678.39%-661.1pp | 526.10%-508.8pp | 148.84%-131.5pp |
| Employer contribution / active EE | $12,603 | $4,132+205.0% | $3,394+271.3% | $4,248+196.7% |
| Participant deferral / active EE | $8,158 | $4,528+80.2% | $3,977+105.1% | $6,531+24.9% |
| Admin fee / account holder | $4,169 | $8,172-49.0% | $7,048-40.9% | $14,480-71.2% |