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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 | $182,400 | $112,112+62.7% | $95,956+90.1% | $158,950+14.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 23.98% | 171.15%-147.2pp | 91.63%-67.6pp | 302.91%-278.9pp |
| Employer contribution / active EE | $4,861 | $3,199+52.0% | $2,541+91.3% | $4,762+2.1% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,567 | $10,134-84.5% | $6,797-76.9% | $11,248-86.1% |