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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 | $154,958 | $70,121+121.0% | $63,803+142.9% | $138,895+11.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 12.89% | 946.48%-933.6pp | 543.72%-530.8pp | 145.39%-132.5pp |
| Employer contribution / active EE | $9,082 | $2,882+215.1% | $2,532+258.6% | $4,194+116.5% |
| Participant deferral / active EE | $4,999 | $4,535+10.2% | $3,843+30.1% | $6,396-21.8% |
| Admin fee / account holder | $4,482 | $6,738-33.5% | $5,196-13.7% | $12,562-64.3% |