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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 | $159,180 | $57,330+177.7% | $86,656+83.7% | $75,177+111.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.34% | 2675.40%-2657.1pp | 593.09%-574.7pp | 160.75%-142.4pp |
| Employer contribution / active EE | $6,659 | $2,316+187.5% | $3,025+120.1% | $2,671+149.3% |
| Participant deferral / active EE | $11,226 | $3,320+238.1% | $4,439+152.9% | $4,126+172.0% |
| Admin fee / account holder | $6,666 | $4,115+62.0% | $5,619+18.6% | $5,651+17.9% |