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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 | $141,822 | $175,259-19.1% | $149,723-5.3% | $139,487+1.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.25% | 166.82%-155.6pp | 134.50%-123.2pp | 373.84%-362.6pp |
| Employer contribution / active EE | $22,708 | $5,478+314.5% | $4,821+371.0% | $4,755+377.6% |
| Participant deferral / active EE | $13,895 | $6,522+113.1% | $5,682+144.5% | $6,713+107.0% |
| Admin fee / account holder | $561,078 | $16,158+3372.4% | $13,215+4145.8% | $11,407+4818.6% |