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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 | $244,971 | $85,766+185.6% | $136,298+79.7% | $70,126+249.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 66.34% | 31.46%+34.9pp | 5156.27%-5089.9pp | 73.15%-6.8pp |
| Employer contribution / active EE | $14,182 | $2,966+378.2% | $4,696+202.0% | $2,343+505.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,934 | $5,421-27.4% | $9,244-57.4% | $4,645-15.3% |