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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 | $239,933 | $150,435+59.5% | $120,580+99.0% | $145,897+64.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 8.88% | 154.60%-145.7pp | 107.48%-98.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $16,667 | $4,352+282.9% | $3,469+380.4% | $4,663+257.5% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $11,134 | $12,182-8.6% | $9,418+18.2% | $13,390-16.8% |