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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 | $242,597 | $106,008+128.8% | $92,240+163.0% | $147,586+64.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.71% | 50.05%-30.3pp | 176.29%-156.6pp | 578.59%-558.9pp |
| Employer contribution / active EE | $7,333 | $4,333+69.2% | $3,680+99.3% | $4,876+50.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,053 | $6,333-20.2% | $5,194-2.7% | $10,886-53.6% |