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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 | $207,449 | $176,838+17.3% | $146,685+41.4% | $167,518+23.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 122.85% | 24.04%+98.8pp | 22.75%+100.1pp | 478.71%-355.9pp |
| Employer contribution / active EE | $4,219 | $5,161-18.2% | $4,137+2.0% | $4,838-12.8% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,275 | $13,262-75.3% | $10,281-68.1% | $12,312-73.4% |