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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 | $135,336 | $69,252+95.4% | $64,099+111.1% | $139,456-3.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.76% | 45.89%-29.1pp | 33.70%-16.9pp | 373.45%-356.7pp |
| Employer contribution / active EE | $6,846 | $3,184+115.0% | $2,748+149.1% | $4,753+44.0% |
| Participant deferral / active EE | $11,566 | $4,683+147.0% | $3,881+198.0% | $6,711+72.3% |
| Admin fee / account holder | $440 | $4,248-89.6% | $3,070-85.7% | $11,407-96.1% |