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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 | $111,814+48.3% | $93,654+77.1% | $145,959+13.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 26.24% | 203.30%-177.1pp | 133.34%-107.1pp | 561.95%-535.7pp |
| Employer contribution / active EE | $15,735 | $3,092+409.0% | $2,421+550.0% | $4,661+237.6% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $21,664 | $10,246+111.4% | $8,282+161.6% | $13,398+61.7% |