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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 | $152,204 | $70,121+117.1% | $63,803+138.6% | $138,895+9.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 14.99% | 946.48%-931.5pp | 543.72%-528.7pp | 145.39%-130.4pp |
| Employer contribution / active EE | $10,107 | $2,882+250.7% | $2,532+299.1% | $4,194+141.0% |
| Participant deferral / active EE | $8,699 | $4,535+91.8% | $3,843+126.4% | $6,396+36.0% |
| Admin fee / account holder | $30,950 | $6,738+359.4% | $5,196+495.6% | $12,562+146.4% |