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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 | $111,814+18.0% | $93,654+40.9% | $145,959-9.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.37% | 203.30%-185.9pp | 133.34%-116.0pp | 561.95%-544.6pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $22,500 | $4,914+357.8% | $4,413+409.9% | $6,689+236.4% |
| Admin fee / account holder | $408 | $10,246-96.0% | $8,282-95.1% | $13,398-97.0% |