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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 | $127,690 | $63,342+101.6% | $92,236+38.4% | $70,131+82.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.89% | 530.15%-511.3pp | 176.29%-157.4pp | 73.14%-54.2pp |
| Employer contribution / active EE | $11,111 | $2,471+349.6% | $3,679+202.0% | $2,342+374.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,534 | $3,840+70.1% | $5,194+25.8% | $4,645+40.7% |