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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 | $166,583 | $167,030-0.3% | $135,768+22.7% | $155,188+7.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 15.64% | 678.39%-662.8pp | 526.10%-510.5pp | 148.84%-133.2pp |
| Employer contribution / active EE | $8,922 | $4,132+115.9% | $3,394+162.9% | $4,248+110.0% |
| Participant deferral / active EE | $14,565 | $4,528+221.7% | $3,977+266.2% | $6,531+123.0% |
| Admin fee / account holder | $67,389 | $8,172+724.7% | $7,048+856.1% | $14,480+365.4% |