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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 | $174,017 | $150,346+15.7% | $120,524+44.4% | $145,877+19.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.89% | 154.40%-142.5pp | 107.36%-95.5pp | 551.28%-539.4pp |
| Employer contribution / active EE | $6,237 | $4,353+43.3% | $3,469+79.8% | $4,663+33.8% |
| Participant deferral / active EE | $11,524 | $6,172+86.7% | $4,994+130.8% | $6,691+72.2% |
| Admin fee / account holder | $954 | $12,215-92.2% | $9,440-89.9% | $13,402-92.9% |