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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 | $140,787 | $183,592-23.3% | $155,567-9.5% | $145,959-3.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 191.44% | 61.24%+130.2pp | 64.74%+126.7pp | 561.95%-370.5pp |
| Employer contribution / active EE | $1,596 | $5,315-70.0% | $4,674-65.9% | $4,661-65.8% |
| Participant deferral / active EE | $15,250 | $6,464+135.9% | $5,628+171.0% | $6,689+128.0% |
| Admin fee / account holder | $1,095 | $19,318-94.3% | $15,916-93.1% | $13,398-91.8% |