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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 | $195,988 | $135,645+44.5% | $110,243+77.8% | $135,380+44.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 14.59% | 513.24%-498.6pp | 314.76%-300.2pp | 519.81%-505.2pp |
| Employer contribution / active EE | $7,847 | $4,907+59.9% | $3,827+105.1% | $4,779+64.2% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $537 | $11,458-95.3% | $8,548-93.7% | $10,828-95.0% |