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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 | $229,651 | $144,130+59.3% | $117,860+94.9% | $147,585+55.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.99% | 531.20%-519.2pp | 335.10%-323.1pp | 578.58%-566.6pp |
| Employer contribution / active EE | $8,000 | $4,897+63.4% | $3,786+111.3% | $4,876+64.1% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,578 | $10,887-39.6% | $8,021-18.0% | $10,886-39.6% |