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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 | $159,300 | $150,435+5.9% | $120,580+32.1% | $145,897+9.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 8.69% | 154.60%-145.9pp | 107.48%-98.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $12,750 | $4,352+193.0% | $3,469+267.5% | $4,663+173.5% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $854 | $12,182-93.0% | $9,418-90.9% | $13,390-93.6% |