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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 | $135,391 | $152,542-11.2% | $117,498+15.2% | $134,509+0.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 49.61% | 53.02%-3.4pp | 29.75%+19.9pp | 418.13%-368.5pp |
| Employer contribution / active EE | $22,800 | $5,574+309.0% | $4,178+445.7% | $4,741+381.0% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,625 | $7,006-19.7% | $5,646-0.4% | $11,427-50.8% |