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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 | $171,837 | $104,953+63.7% | $84,637+103.0% | $152,909+12.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 25.98% | 373.94%-348.0pp | 258.82%-232.8pp | 345.46%-319.5pp |
| Employer contribution / active EE | $17,462 | $3,304+428.6% | $2,653+558.1% | $4,764+266.5% |
| Participant deferral / active EE | $13,301 | $4,691+183.6% | $3,900+241.0% | $5,851+127.3% |
| Admin fee / account holder | $1,126 | $6,244-82.0% | $4,914-77.1% | $11,601-90.3% |