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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 | $207,690 | $106,115+95.7% | $85,969+141.6% | $125,389+65.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 122.86% | 13.93%+108.9pp | 9.32%+113.5pp | 282.24%-159.4pp |
| Employer contribution / active EE | $12,101 | $4,537+166.7% | $3,474+248.3% | $4,866+148.7% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,650 | $8,144-55.2% | $6,053-39.7% | $9,541-61.7% |