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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 | $171,562 | $114,130+50.3% | $96,192+78.4% | $167,553+2.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.90% | 190.07%-174.2pp | 192.09%-176.2pp | 478.89%-463.0pp |
| Employer contribution / active EE | $6,066 | $3,431+76.8% | $2,799+116.7% | $4,840+25.3% |
| Participant deferral / active EE | $14,852 | $5,198+185.7% | $4,351+241.4% | $6,343+134.2% |
| Admin fee / account holder | $1,143 | $6,901-83.4% | $5,539-79.4% | $12,316-90.7% |