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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 | $143,916 | $155,833-7.6% | $124,693+15.4% | $167,536-14.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.63% | 17.98%-5.3pp | 5144.19%-5131.6pp | 478.82%-466.2pp |
| Employer contribution / active EE | $8,285 | $4,164+98.9% | $3,324+149.2% | $4,839+71.2% |
| Participant deferral / active EE | $4,062 | $5,675-28.4% | $4,615-12.0% | $6,342-35.9% |
| Admin fee / account holder | $3,890 | $9,534-59.2% | $7,494-48.1% | $12,315-68.4% |