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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 | $228,893 | $107,941+112.1% | $91,994+148.8% | $152,897+49.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 22.47% | 89.28%-66.8pp | 69.04%-46.6pp | 345.43%-323.0pp |
| Employer contribution / active EE | $12,686 | $4,212+201.2% | $3,453+267.4% | $4,764+166.3% |
| Participant deferral / active EE | $7,387 | $6,366+16.0% | $5,924+24.7% | $5,851+26.2% |
| Admin fee / account holder | $3,534 | $10,521-66.4% | $7,744-54.4% | $11,599-69.5% |