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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 | $227,647 | $135,639+67.8% | $110,241+106.5% | $135,382+68.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 3.85% | 513.21%-509.4pp | 314.75%-310.9pp | 519.77%-515.9pp |
| Employer contribution / active EE | $7,222 | $4,907+47.2% | $3,827+88.7% | $4,779+51.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,482 | $11,457-8.5% | $8,548+22.6% | $10,829-3.2% |