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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 | $165,819 | $111,878+48.2% | $93,727+76.9% | $145,897+13.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 26.24% | 204.28%-178.0pp | 133.83%-107.6pp | 552.29%-526.0pp |
| Employer contribution / active EE | $15,735 | $3,092+408.9% | $2,421+549.9% | $4,663+237.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $21,664 | $10,256+111.2% | $8,292+161.3% | $13,390+61.8% |