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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 | $164,952 | $124,330+32.7% | $109,173+51.1% | $167,536-1.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 135.86% | 26.04%+109.8pp | 25.75%+110.1pp | 478.82%-343.0pp |
| Employer contribution / active EE | $34,065 | $4,209+709.3% | $3,723+815.0% | $4,839+603.9% |
| Participant deferral / active EE | $14,504 | $5,256+175.9% | $4,654+211.7% | $6,342+128.7% |
| Admin fee / account holder | $1,394 | $7,974-82.5% | $6,755-79.4% | $12,315-88.7% |