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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 | $123,867 | $68,412+81.1% | $94,679+30.8% | $75,181+64.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 19.78% | 616.91%-597.1pp | 156.75%-137.0pp | 160.69%-140.9pp |
| Employer contribution / active EE | $10,001 | $2,701+270.3% | $3,673+172.3% | $2,671+274.5% |
| Participant deferral / active EE | $15,903 | $6,537+143.3% | $7,417+114.4% | $4,126+285.4% |
| Admin fee / account holder | $9,449 | $5,326+77.4% | $7,233+30.7% | $5,650+67.3% |