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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 | $164,899 | $111,830+47.5% | $93,696+76.0% | $145,884+13.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.09% | 204.08%-190.0pp | 133.74%-119.6pp | 551.85%-537.8pp |
| Employer contribution / active EE | $12,626 | $3,093+308.2% | $2,422+421.3% | $4,662+170.8% |
| Participant deferral / active EE | $31,667 | $4,920+543.6% | $4,417+617.0% | $6,690+373.4% |
| Admin fee / account holder | $1,243 | $10,249-87.9% | $8,287-85.0% | $13,392-90.7% |