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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 | $226,240 | $107,941+109.6% | $91,994+145.9% | $152,897+48.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 16.55% | 89.28%-72.7pp | 69.04%-52.5pp | 345.43%-328.9pp |
| Employer contribution / active EE | $5,998 | $4,212+42.4% | $3,453+73.7% | $4,764+25.9% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $54,120 | $10,521+414.4% | $7,744+598.9% | $11,599+366.6% |