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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 | $158,857 | $154,754+2.7% | $124,206+27.9% | $138,895+14.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 18.88% | 709.28%-690.4pp | 515.27%-496.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $21,556 | $4,446+384.8% | $3,540+508.9% | $4,194+413.9% |
| Participant deferral / active EE | $12,247 | $4,621+165.0% | $3,968+208.7% | $6,396+91.5% |
| Admin fee / account holder | $7,813 | $6,690+16.8% | $5,929+31.8% | $12,562-37.8% |