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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 | $205,832 | $106,005+94.2% | $92,239+123.2% | $147,585+39.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.93% | 50.05%-34.1pp | 176.29%-160.4pp | 578.58%-562.7pp |
| Employer contribution / active EE | $46,787 | $4,333+979.7% | $3,680+1171.5% | $4,876+859.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,266 | $6,333+62.1% | $5,194+97.6% | $10,886-5.7% |