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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 | $166,254 | $105,145+58.1% | $94,664+75.6% | $139,466+19.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.04% | 38.09%-20.1pp | 156.84%-138.8pp | 373.66%-355.6pp |
| Employer contribution / active EE | $22,980 | $4,107+459.5% | $3,673+525.7% | $4,754+383.4% |
| Participant deferral / active EE | $22,500 | $7,599+196.1% | $7,417+203.3% | $6,712+235.2% |
| Admin fee / account holder | $689 | $8,972-92.3% | $7,222-90.5% | $11,409-94.0% |