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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 | $145,720 | $77,157+88.9% | $108,405+34.4% | $85,851+69.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 16.46% | 44.55%-28.1pp | 905.55%-889.1pp | 318.63%-302.2pp |
| Employer contribution / active EE | $7,729 | $2,379+224.8% | $3,559+117.2% | $2,565+201.3% |
| Participant deferral / active EE | $8,708 | $5,567+56.4% | $6,563+32.7% | $3,952+120.3% |
| Admin fee / account holder | $2,514 | $5,174-51.4% | $7,297-65.6% | $6,261-59.9% |