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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 | $195,462 | $106,008+84.4% | $92,240+111.9% | $147,587+32.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.36% | 50.05%-24.7pp | 176.29%-150.9pp | 578.60%-553.2pp |
| Employer contribution / active EE | $53,100 | $4,333+1125.4% | $3,680+1343.1% | $4,876+988.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,080 | $6,333-82.9% | $5,194-79.2% | $10,886-90.1% |