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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 | $131,924 | $111,785+18.0% | $93,669+40.8% | $145,877-9.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.37% | 203.79%-186.4pp | 133.59%-116.2pp | 551.28%-533.9pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $22,500 | $4,919+357.4% | $4,416+409.6% | $6,691+236.3% |
| Admin fee / account holder | $408 | $10,256-96.0% | $8,291-95.1% | $13,402-97.0% |