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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 | $140,386 | $70,366+99.5% | $66,674+110.6% | $138,895+1.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.43% | 386.41%-370.0pp | 321.24%-304.8pp | 145.39%-129.0pp |
| Employer contribution / active EE | $6,530 | $2,765+136.2% | $2,620+149.2% | $4,194+55.7% |
| Participant deferral / active EE | $7,739 | $4,374+76.9% | $4,084+89.5% | $6,396+21.0% |
| Admin fee / account holder | $17,967 | $5,262+241.4% | $5,098+252.4% | $12,562+43.0% |