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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 | $179,040 | $99,957+79.1% | $149,745+19.6% | $73,497+143.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 14.63% | 53.87%-39.2pp | 276.72%-262.1pp | 28.51%-13.9pp |
| Employer contribution / active EE | $10,991 | $3,191+244.4% | $4,646+136.6% | $2,270+384.2% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $29,379 | $551+5234.9% | $9,312+215.5% | $513+5626.1% |