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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 | $77,271 | $154,209-49.9% | $130,062-40.6% | $139,487-44.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 146.26% | 32.52%+113.7pp | -137.37%+283.6pp | 373.84%-227.6pp |
| Employer contribution / active EE | $25,878 | $5,292+389.0% | $4,322+498.7% | $4,755+444.3% |
| Participant deferral / active EE | $13,725 | $6,709+104.6% | $5,821+135.8% | $6,713+104.5% |
| Admin fee / account holder | $2,288 | $13,988-83.6% | $10,601-78.4% | $11,407-79.9% |