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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 | $179,607 | $81,643+120.0% | $70,462+154.9% | $158,950+13.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.91% | 208.51%-197.6pp | 109.08%-98.2pp | 302.91%-292.0pp |
| Employer contribution / active EE | $9,444 | $3,218+193.5% | $2,737+245.0% | $4,762+98.3% |
| Participant deferral / active EE | $0 | $4,555-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,592 | $6,194-74.3% | $3,845-58.6% | $11,248-85.8% |