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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 | $167,366 | $70,121+138.7% | $63,803+162.3% | $138,895+20.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 15.27% | 946.48%-931.2pp | 543.72%-528.4pp | 145.39%-130.1pp |
| Employer contribution / active EE | $7,825 | $2,882+171.5% | $2,532+209.0% | $4,194+86.6% |
| Participant deferral / active EE | $12,166 | $4,535+168.2% | $3,843+216.6% | $6,396+90.2% |
| Admin fee / account holder | $12,950 | $6,738+92.2% | $5,196+149.2% | $12,562+3.1% |