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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 | $247,171 | $102,429+141.3% | $147,096+68.0% | $80,925+205.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 59.56% | 135.02%-75.5pp | 419.75%-360.2pp | 35.65%+23.9pp |
| Employer contribution / active EE | $15,091 | $3,716+306.2% | $4,936+205.7% | $2,756+447.5% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,294 | $7,957-20.9% | $13,005-51.6% | $6,940-9.3% |