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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 | $231,041 | $115,796+99.5% | $101,264+128.2% | $158,950+45.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.36% | 56.15%-43.8pp | 46.48%-34.1pp | 302.91%-290.5pp |
| Employer contribution / active EE | $7,655 | $4,175+83.4% | $3,660+109.2% | $4,762+60.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,491 | $7,247-10.4% | $5,947+9.1% | $11,248-42.3% |