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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 | $167,247 | $150,435+11.2% | $120,580+38.7% | $145,897+14.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 11.01% | 154.60%-143.6pp | 107.48%-96.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $9,270 | $4,352+113.0% | $3,469+167.2% | $4,663+98.8% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $865 | $12,182-92.9% | $9,418-90.8% | $13,390-93.5% |