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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 | $90,691+91.1% | $76,119+127.7% | $145,884+18.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.06% | 624.52%-611.5pp | 361.25%-348.2pp | 551.85%-538.8pp |
| Employer contribution / active EE | $22,836 | $3,329+586.0% | $2,693+748.1% | $4,662+389.8% |
| Participant deferral / active EE | $15,341 | $5,167+196.9% | $4,259+260.2% | $6,690+129.3% |
| Admin fee / account holder | $1,647 | $8,383-80.4% | $6,421-74.4% | $13,392-87.7% |