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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 | $150,207+59.7% | $120,380+99.3% | $145,978+64.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.88% | 154.28%-145.4pp | 107.28%-98.4pp | 550.52%-541.6pp |
| Employer contribution / active EE | $16,667 | $4,351+283.1% | $3,465+381.0% | $4,662+257.5% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11,134 | $12,203-8.8% | $9,421+18.2% | $13,400-16.9% |