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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 | $249,496 | $100,938+147.2% | $90,461+175.8% | $158,982+56.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.02% | 1727.20%-1715.2pp | 1294.76%-1282.7pp | 302.99%-291.0pp |
| Employer contribution / active EE | $11,492 | $3,691+211.3% | $3,264+252.1% | $4,763+141.3% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,167 | $6,510-82.1% | $5,617-79.2% | $11,252-89.6% |