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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 | $167,030-4.9% | $135,768+17.0% | $155,188+2.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.88% | 678.39%-659.5pp | 526.10%-507.2pp | 148.84%-130.0pp |
| Employer contribution / active EE | $21,556 | $4,132+421.6% | $3,394+535.1% | $4,248+407.5% |
| Participant deferral / active EE | $12,247 | $4,528+170.5% | $3,977+207.9% | $6,531+87.5% |
| Admin fee / account holder | $7,813 | $8,172-4.4% | $7,048+10.9% | $14,480-46.0% |