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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 | $16,238 | $133,998-87.9% | $112,263-85.5% | $134,545-87.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 147.51% | 47.17%+100.3pp | 27.49%+120.0pp | 418.37%-270.9pp |
| Employer contribution / active EE | $11,924 | $4,040+195.1% | $3,636+227.9% | $4,742+151.5% |
| Participant deferral / active EE | $7,175 | $5,292+35.6% | $4,729+51.7% | $6,401+12.1% |
| Admin fee / account holder | $3,058 | $7,493-59.2% | $6,410-52.3% | $11,431-73.2% |