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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 | $150,346+43.6% | $120,524+79.2% | $145,877+48.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.85% | 154.40%-142.6pp | 107.36%-95.5pp | 551.28%-539.4pp |
| Employer contribution / active EE | $6,200 | $4,353+42.4% | $3,469+78.7% | $4,663+33.0% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,000 | $12,215-67.3% | $9,440-57.6% | $13,402-70.2% |