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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 | $162,749 | $91,537+77.8% | $130,045+25.1% | $75,173+116.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.44% | -631.55%+650.0pp | -137.30%+155.7pp | 160.72%-142.3pp |
| Employer contribution / active EE | $12,967 | $2,845+355.8% | $4,321+200.1% | $2,671+385.5% |
| Participant deferral / active EE | $11,845 | $4,343+172.8% | $5,820+103.5% | $4,126+187.1% |
| Admin fee / account holder | $1,411 | $6,780-79.2% | $10,600-86.7% | $5,651-75.0% |