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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 | $134,179 | $70,121+91.4% | $63,803+110.3% | $138,895-3.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 12.61% | 946.48%-933.9pp | 543.72%-531.1pp | 145.39%-132.8pp |
| Employer contribution / active EE | $2,964 | $2,882+2.8% | $2,532+17.0% | $4,194-29.3% |
| Participant deferral / active EE | $10,949 | $4,535+141.4% | $3,843+184.9% | $6,396+71.2% |
| Admin fee / account holder | $17,430 | $6,738+158.7% | $5,196+235.4% | $12,562+38.7% |