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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 | $147,915 | $70,121+110.9% | $63,803+131.8% | $138,895+6.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 21.83% | 946.48%-924.7pp | 543.72%-521.9pp | 145.39%-123.6pp |
| Employer contribution / active EE | $6,006 | $2,882+108.4% | $2,532+137.2% | $4,194+43.2% |
| Participant deferral / active EE | $17,614 | $4,535+288.4% | $3,843+358.3% | $6,396+175.4% |
| Admin fee / account holder | $1,089 | $6,738-83.8% | $5,196-79.1% | $12,562-91.3% |