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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 | $214,216 | $70,121+205.5% | $63,803+235.7% | $138,895+54.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 15.53% | 946.48%-930.9pp | 543.72%-528.2pp | 145.39%-129.9pp |
| Employer contribution / active EE | $13,729 | $2,882+376.4% | $2,532+442.1% | $4,194+227.3% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,429 | $6,738-78.8% | $5,196-72.5% | $12,562-88.6% |