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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 | $162,468 | $63,346+156.5% | $92,239+76.1% | $70,124+131.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.18% | 530.19%-513.0pp | 176.29%-159.1pp | 73.14%-56.0pp |
| Employer contribution / active EE | $5,896 | $2,471+138.6% | $3,680+60.2% | $2,342+151.7% |
| Participant deferral / active EE | $9,406 | $2,854+229.6% | $3,897+141.4% | $3,332+182.3% |
| Admin fee / account holder | $3,745 | $3,841-2.5% | $5,194-27.9% | $4,645-19.4% |