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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 | $215,566 | $96,643+123.1% | $86,617+148.9% | $139,456+54.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.93% | 106.57%-93.6pp | 591.91%-579.0pp | 373.45%-360.5pp |
| Employer contribution / active EE | $11,153 | $3,264+241.7% | $3,023+268.9% | $4,753+134.7% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $16,213 | $6,406+153.1% | $5,613+188.9% | $11,407+42.1% |