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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 | $169,928 | $106,923+58.9% | $84,023+102.2% | $152,909+11.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 20.44% | 105.02%-84.6pp | 71.32%-50.9pp | 345.46%-325.0pp |
| Employer contribution / active EE | $10,928 | $2,735+299.5% | $1,984+450.8% | $4,764+129.4% |
| Participant deferral / active EE | $7,330 | $4,013+82.7% | $3,239+126.3% | $5,851+25.3% |
| Admin fee / account holder | $1,045 | $8,289-87.4% | $6,102-82.9% | $11,601-91.0% |