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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 | $151,960 | $73,546+106.6% | $63,018+141.1% | $147,586+3.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.85% | 175.56%-159.7pp | 87.62%-71.8pp | 578.59%-562.7pp |
| Employer contribution / active EE | $9,246 | $3,324+178.2% | $2,761+234.9% | $4,876+89.6% |
| Participant deferral / active EE | $5,969 | $4,185+42.6% | $3,330+79.3% | $5,439+9.8% |
| Admin fee / account holder | $6,233 | $5,956+4.6% | $3,601+73.1% | $10,886-42.7% |