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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 | $147,343 | $110,801+33.0% | $86,868+69.6% | $167,518-12.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 15.82% | 117.00%-101.2pp | 63.53%-47.7pp | 478.71%-462.9pp |
| Employer contribution / active EE | $19,529 | $3,245+501.9% | $2,496+682.5% | $4,838+303.6% |
| Participant deferral / active EE | $16,127 | $4,547+254.7% | $3,699+336.0% | $6,342+154.3% |
| Admin fee / account holder | $2,401 | $8,417-71.5% | $5,829-58.8% | $12,312-80.5% |