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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 | $232,133 | $106,005+119.0% | $92,239+151.7% | $147,585+57.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.10% | 50.05%-32.0pp | 176.29%-158.2pp | 578.58%-560.5pp |
| Employer contribution / active EE | $14,680 | $4,333+238.8% | $3,680+299.0% | $4,876+201.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,145 | $6,333+44.4% | $5,194+76.1% | $10,886-16.0% |