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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 | $187,676 | $111,787+67.9% | $93,681+100.3% | $145,978+28.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.66% | 203.52%-193.9pp | 133.47%-123.8pp | 550.52%-540.9pp |
| Employer contribution / active EE | $22,000 | $3,093+611.2% | $2,422+808.3% | $4,662+371.9% |
| Participant deferral / active EE | $9,900 | $4,918+101.3% | $4,415+124.2% | $6,690+48.0% |
| Admin fee / account holder | $5,688 | $10,256-44.5% | $8,290-31.4% | $13,400-57.6% |