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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 | $127,247 | $70,121+81.5% | $63,803+99.4% | $138,895-8.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 18.69% | 946.48%-927.8pp | 543.72%-525.0pp | 145.39%-126.7pp |
| Employer contribution / active EE | $8,067 | $2,882+179.9% | $2,532+218.5% | $4,194+92.3% |
| Participant deferral / active EE | $12,791 | $4,535+182.0% | $3,843+232.8% | $6,396+100.0% |
| Admin fee / account holder | $448 | $6,738-93.4% | $5,196-91.4% | $12,562-96.4% |