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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 | $89,087 | $175,259-49.2% | $149,723-40.5% | $139,487-36.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.55% | 166.82%-151.3pp | 134.50%-118.9pp | 373.84%-358.3pp |
| Employer contribution / active EE | $22,512 | $5,478+310.9% | $4,821+366.9% | $4,755+373.5% |
| Participant deferral / active EE | $12,835 | $6,522+96.8% | $5,682+125.9% | $6,713+91.2% |
| Admin fee / account holder | $5,558 | $16,158-65.6% | $13,215-57.9% | $11,407-51.3% |