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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 | $154,754-1.0% | $124,206+23.4% | $138,895+10.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 17.33% | 709.28%-691.9pp | 515.27%-497.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $12,603 | $4,446+183.5% | $3,540+256.0% | $4,194+200.5% |
| Participant deferral / active EE | $8,158 | $4,621+76.5% | $3,968+105.6% | $6,396+27.5% |
| Admin fee / account holder | $4,169 | $6,690-37.7% | $5,929-29.7% | $12,562-66.8% |