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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 | $171,302 | $70,121+144.3% | $63,803+168.5% | $138,895+23.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 17.38% | 946.48%-929.1pp | 543.72%-526.3pp | 145.39%-128.0pp |
| Employer contribution / active EE | $9,165 | $2,882+218.0% | $2,532+261.9% | $4,194+118.5% |
| Participant deferral / active EE | $5,466 | $4,535+20.5% | $3,843+42.2% | $6,396-14.5% |
| Admin fee / account holder | $656 | $6,738-90.3% | $5,196-87.4% | $12,562-94.8% |