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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 | $203,729 | $107,353+89.8% | $92,903+119.3% | $152,885+33.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.06% | 145.62%-131.6pp | 109.43%-95.4pp | 345.39%-331.3pp |
| Employer contribution / active EE | $9,139 | $4,222+116.5% | $3,653+150.2% | $4,763+91.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $94,897 | $7,081+1240.2% | $5,795+1537.7% | $11,598+718.2% |