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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 | $210,789 | $108,695+93.9% | $74,722+182.1% | $152,897+37.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 19.36% | 114.11%-94.7pp | 753.11%-733.8pp | 345.43%-326.1pp |
| Employer contribution / active EE | $9,675 | $1,504+543.2% | $1,084+792.4% | $4,764+103.1% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,147 | $4,906+86.4% | $3,335+174.3% | $11,599-21.1% |