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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 | $141,250 | $70,366+100.7% | $66,674+111.9% | $138,895+1.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.02% | 386.41%-370.4pp | 321.24%-305.2pp | 145.39%-129.4pp |
| Employer contribution / active EE | $4,151 | $2,765+50.1% | $2,620+58.4% | $4,194-1.0% |
| Participant deferral / active EE | $8,302 | $4,374+89.8% | $4,084+103.3% | $6,396+29.8% |
| Admin fee / account holder | $481 | $5,262-90.9% | $5,098-90.6% | $12,562-96.2% |