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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 | $225,759 | $100,911+123.7% | $90,440+149.6% | $158,966+42.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.59% | 1726.62%-1707.0pp | 1294.38%-1274.8pp | 302.95%-283.4pp |
| Employer contribution / active EE | $9,291 | $3,690+151.8% | $3,263+184.7% | $4,762+95.1% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,333 | $6,507-18.0% | $5,615-5.0% | $11,250-52.6% |