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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 | $211,357 | $73,955+185.8% | $96,520+119.0% | $75,181+181.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 110.57% | 26.72%+83.8pp | 35.72%+74.9pp | 160.69%-50.1pp |
| Employer contribution / active EE | $15,111 | $2,930+415.7% | $3,739+304.2% | $2,671+465.9% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,095 | $5,217+55.2% | $6,733+20.2% | $5,650+43.3% |