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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 | $215,954 | $150,435+43.6% | $120,580+79.1% | $145,897+48.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 11.85% | 154.60%-142.7pp | 107.48%-95.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $6,200 | $4,352+42.5% | $3,469+78.7% | $4,663+33.0% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,000 | $12,182-67.2% | $9,418-57.5% | $13,390-70.1% |