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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 | $226,625 | $135,645+67.1% | $110,243+105.6% | $135,380+67.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 5.13% | 513.24%-508.1pp | 314.76%-309.6pp | 519.81%-514.7pp |
| Employer contribution / active EE | $17,200 | $4,907+250.5% | $3,827+349.5% | $4,779+259.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,213 | $11,458-80.7% | $8,548-74.1% | $10,828-79.6% |