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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 | $148,504 | $90,691+63.7% | $76,119+95.1% | $145,884+1.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.92% | 624.52%-604.6pp | 361.25%-341.3pp | 551.85%-531.9pp |
| Employer contribution / active EE | $11,199 | $3,329+236.4% | $2,693+315.9% | $4,662+140.2% |
| Participant deferral / active EE | $7,292 | $5,167+41.1% | $4,259+71.2% | $6,690+9.0% |
| Admin fee / account holder | $4,674 | $8,383-44.2% | $6,421-27.2% | $13,392-65.1% |