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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 | $193,566 | $234,190-17.3% | $180,320+7.3% | $198,609-2.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 11.20% | 1057.44%-1046.2pp | 778.54%-767.3pp | 202.70%-191.5pp |
| Employer contribution / active EE | $16,049 | $5,258+205.3% | $4,108+290.7% | $5,055+217.5% |
| Participant deferral / active EE | $12,683 | $4,988+154.2% | $4,304+194.7% | $6,977+81.8% |
| Admin fee / account holder | $1,792 | $12,558-85.7% | $10,000-82.1% | $19,030-90.6% |