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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 | $139,500 | $175,231-20.4% | $149,696-6.8% | $139,4660% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.77% | 166.77%-150.0pp | 134.46%-117.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $11,926 | $5,478+117.7% | $4,821+147.4% | $4,754+150.9% |
| Participant deferral / active EE | $12,095 | $6,521+85.5% | $5,682+112.9% | $6,712+80.2% |
| Admin fee / account holder | $146,220 | $16,155+805.1% | $13,212+1006.7% | $11,409+1181.7% |