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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 | $163,831 | $114,073+43.6% | $96,161+70.4% | $167,518-2.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.93% | 189.95%-178.0pp | 192.01%-180.1pp | 478.71%-466.8pp |
| Employer contribution / active EE | $11,414 | $3,428+232.9% | $2,798+307.9% | $4,838+135.9% |
| Participant deferral / active EE | $10,780 | $5,195+107.5% | $4,349+147.9% | $6,342+70.0% |
| Admin fee / account holder | $482 | $6,899-93.0% | $5,538-91.3% | $12,312-96.1% |