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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 | $179,327 | $90,691+97.7% | $76,119+135.6% | $145,884+22.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.48% | 624.52%-613.0pp | 361.25%-349.8pp | 551.85%-540.4pp |
| Employer contribution / active EE | $43,561 | $3,329+1208.6% | $2,693+1517.8% | $4,662+834.3% |
| Participant deferral / active EE | $14,597 | $5,167+182.5% | $4,259+242.7% | $6,690+118.2% |
| Admin fee / account holder | $1,482 | $8,383-82.3% | $6,421-76.9% | $13,392-88.9% |