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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 | $217,693 | $112,935+92.8% | $90,970+139.3% | $158,966+36.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 7.71% | 215.79%-208.1pp | 134.58%-126.9pp | 302.95%-295.2pp |
| Employer contribution / active EE | $4,286 | $2,895+48.1% | $2,122+101.9% | $4,762-10.0% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,808 | $8,045-40.2% | $5,960-19.3% | $11,250-57.3% |