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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 | $140,888 | $73,546+91.6% | $63,018+123.6% | $147,586-4.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.52% | 175.56%-161.0pp | 87.62%-73.1pp | 578.59%-564.1pp |
| Employer contribution / active EE | $9,134 | $3,324+174.8% | $2,761+230.9% | $4,876+87.3% |
| Participant deferral / active EE | $11,343 | $4,185+171.1% | $3,330+240.7% | $5,439+108.6% |
| Admin fee / account holder | $9,001 | $5,956+51.1% | $3,601+150.0% | $10,886-17.3% |