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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 | $86,954 | $167,030-47.9% | $135,768-36.0% | $155,188-44.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 26.08% | 678.39%-652.3pp | 526.10%-500.0pp | 148.84%-122.8pp |
| Employer contribution / active EE | $11,184 | $4,132+170.6% | $3,394+229.5% | $4,248+163.3% |
| Participant deferral / active EE | $6,439 | $4,528+42.2% | $3,977+61.9% | $6,531-1.4% |
| Admin fee / account holder | $3,424 | $8,172-58.1% | $7,048-51.4% | $14,480-76.4% |