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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 | $203,504 | $99,921+103.7% | $85,009+139.4% | $145,959+39.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.77% | 83.89%-75.1pp | 66.47%-57.7pp | 561.95%-553.2pp |
| Employer contribution / active EE | $9,973 | $3,233+208.5% | $2,728+265.5% | $4,661+114.0% |
| Participant deferral / active EE | $13,622 | $5,293+157.4% | $4,522+201.3% | $6,689+103.7% |
| Admin fee / account holder | $145,064 | $7,252+1900.4% | $6,153+2257.8% | $13,398+982.7% |