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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 | $226,596 | $96,678+134.4% | $86,640+161.5% | $139,466+62.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.83% | 106.69%-95.9pp | 592.52%-581.7pp | 373.66%-362.8pp |
| Employer contribution / active EE | $17,685 | $3,265+441.6% | $3,024+484.8% | $4,754+272.0% |
| Participant deferral / active EE | $13,733 | $4,837+183.9% | $4,438+209.4% | $6,712+104.6% |
| Admin fee / account holder | $192,742 | $6,410+2906.9% | $5,616+3332.2% | $11,409+1589.4% |