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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 | $162,500 | $102,422+58.7% | $147,117+10.5% | $80,959+100.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.72% | 135.16%-119.4pp | 420.54%-404.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $9,225 | $3,717+148.2% | $4,932+87.0% | $2,757+234.6% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,875 | $7,953-13.6% | $12,993-47.1% | $6,925-0.7% |