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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 | $179,090 | $103,038+73.8% | $90,324+98.3% | $152,909+17.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.45% | 95.25%-72.8pp | 78.15%-55.7pp | 345.46%-323.0pp |
| Employer contribution / active EE | $17,740 | $3,141+464.8% | $2,856+521.2% | $4,764+272.4% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,230 | $6,177-15.3% | $5,356-2.3% | $11,601-54.9% |