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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 | $224,618 | $84,708+165.2% | $75,714+196.7% | $167,536+34.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 41.09% | 199.62%-158.5pp | 104.62%-63.5pp | 478.82%-437.7pp |
| Employer contribution / active EE | $8,855 | $3,231+174.1% | $2,744+222.8% | $4,839+83.0% |
| Participant deferral / active EE | $9,624 | $4,577+110.2% | $3,820+151.9% | $6,342+51.7% |
| Admin fee / account holder | $703 | $5,358-86.9% | $3,619-80.6% | $12,315-94.3% |