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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 | $189,296 | $78,707+140.5% | $117,861+60.6% | $70,126+169.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 56.71% | 23.30%+33.4pp | 335.11%-278.4pp | 73.15%-16.4pp |
| Employer contribution / active EE | $11,444 | $2,223+414.7% | $3,786+202.2% | $2,343+388.5% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,238 | $5,066+42.9% | $8,021-9.8% | $4,645+55.8% |