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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 | $64,508 | $217,432-70.3% | $185,849-65.3% | $167,536-61.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.54% | 148.42%-125.9pp | 122.10%-99.6pp | 478.82%-456.3pp |
| Employer contribution / active EE | $14,265 | $5,875+142.8% | $5,169+176.0% | $4,839+194.8% |
| Participant deferral / active EE | $12,197 | $6,357+91.9% | $5,569+119.0% | $6,342+92.3% |
| Admin fee / account holder | $3,205 | $19,818-83.8% | $16,244-80.3% | $12,315-74.0% |