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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 | $174,636 | $73,518+137.5% | $63,003+177.2% | $147,585+18.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.27% | 175.46%-156.2pp | 87.59%-68.3pp | 578.56%-559.3pp |
| Employer contribution / active EE | $13,854 | $3,322+317.0% | $2,760+401.9% | $4,876+184.1% |
| Participant deferral / active EE | $4,618 | $4,183+10.4% | $3,329+38.7% | $5,439-15.1% |
| Admin fee / account holder | $754 | $5,952-87.3% | $3,600-79.1% | $10,885-93.1% |