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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 | $231,013 | $150,412+53.6% | $120,574+91.6% | $145,884+58.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.05% | 154.50%-144.4pp | 107.42%-97.4pp | 551.85%-541.8pp |
| Employer contribution / active EE | $19,268 | $4,355+342.5% | $3,471+455.2% | $4,662+313.3% |
| Participant deferral / active EE | $22,319 | $6,175+261.4% | $4,996+346.7% | $6,690+233.6% |
| Admin fee / account holder | $2,135 | $12,224-82.5% | $9,445-77.4% | $13,392-84.1% |