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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 | $205,870 | $118,680+73.5% | $98,910+108.1% | $158,931+29.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.92% | 372.35%-361.4pp | 196.44%-185.5pp | 302.86%-291.9pp |
| Employer contribution / active EE | $5,488 | $3,333+64.7% | $2,689+104.1% | $4,761+15.3% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,244-100.0% | $5,982-100.0% |
| Admin fee / account holder | $2,794 | $10,131-72.4% | $6,642-57.9% | $11,247-75.2% |