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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 | $140,817 | $70,366+100.1% | $66,674+111.2% | $138,895+1.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.89% | 386.41%-372.5pp | 321.24%-307.3pp | 145.39%-131.5pp |
| Employer contribution / active EE | $11,128 | $2,765+302.5% | $2,620+324.7% | $4,194+165.3% |
| Participant deferral / active EE | $12,851 | $4,374+193.8% | $4,084+214.7% | $6,396+100.9% |
| Admin fee / account holder | $25,006 | $5,262+375.2% | $5,098+390.5% | $12,562+99.1% |