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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 | $242,603 | $144,130+68.3% | $117,861+105.8% | $147,586+64.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.12% | 531.20%-522.1pp | 335.11%-326.0pp | 578.59%-569.5pp |
| Employer contribution / active EE | $9,695 | $4,897+98.0% | $3,786+156.1% | $4,876+98.8% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,941 | $10,887-45.4% | $8,021-25.9% | $10,886-45.4% |