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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 | $191,742 | $106,005+80.9% | $92,239+107.9% | $147,585+29.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.30% | 50.05%-33.8pp | 176.29%-160.0pp | 578.58%-562.3pp |
| Employer contribution / active EE | $9,532 | $4,333+120.0% | $3,680+159.0% | $4,876+95.5% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $873 | $6,333-86.2% | $5,194-83.2% | $10,886-92.0% |