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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 | $133,522 | $106,008+26.0% | $92,240+44.8% | $147,587-9.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.77% | 50.05%-31.3pp | 176.29%-157.5pp | 578.60%-559.8pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,426 | $4,478+132.8% | $3,897+167.5% | $5,439+91.7% |
| Admin fee / account holder | $1,595 | $6,333-74.8% | $5,194-69.3% | $10,886-85.3% |