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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 | $173,351 | $90,614+91.3% | $76,089+127.8% | $145,877+18.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.06% | 623.80%-610.7pp | 360.94%-347.9pp | 551.28%-538.2pp |
| Employer contribution / active EE | $22,836 | $3,324+587.0% | $2,690+748.9% | $4,663+389.7% |
| Participant deferral / active EE | $15,341 | $5,168+196.8% | $4,259+260.2% | $6,691+129.3% |
| Admin fee / account holder | $1,647 | $8,376-80.3% | $6,418-74.3% | $13,402-87.7% |