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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 | $176,751 | $107,363+64.6% | $92,909+90.2% | $152,897+15.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.55% | 145.63%-124.1pp | 109.44%-87.9pp | 345.43%-323.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $22,000 | $4,848+353.8% | $4,238+419.1% | $5,851+276.0% |
| Admin fee / account holder | $5,000 | $7,082-29.4% | $5,795-13.7% | $11,599-56.9% |