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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 | $203,577 | $70,121+190.3% | $63,803+219.1% | $138,895+46.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 16.66% | 946.48%-929.8pp | 543.72%-527.1pp | 145.39%-128.7pp |
| Employer contribution / active EE | $8,223 | $2,882+185.3% | $2,532+224.7% | $4,194+96.1% |
| Participant deferral / active EE | $9,573 | $4,535+111.1% | $3,843+149.1% | $6,396+49.7% |
| Admin fee / account holder | $877 | $6,738-87.0% | $5,196-83.1% | $12,562-93.0% |