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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 | $207,490 | $171,492+21.0% | $150,734+37.7% | $198,609+4.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 11.24% | 804.70%-793.5pp | 600.81%-589.6pp | 202.70%-191.5pp |
| Employer contribution / active EE | $34,644 | $5,470+533.4% | $4,918+604.4% | $5,055+585.3% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $545,249 | $17,628+2993.0% | $14,905+3558.1% | $19,030+2765.2% |