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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 | $151,031 | $111,830+35.1% | $93,696+61.2% | $145,884+3.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.36% | 204.08%-192.7pp | 133.74%-122.4pp | 551.85%-540.5pp |
| Employer contribution / active EE | $13,166 | $3,093+325.7% | $2,422+443.6% | $4,662+182.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $51,982 | $10,249+407.2% | $8,287+527.3% | $13,392+288.2% |