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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 | $220,453 | $107,941+104.2% | $91,994+139.6% | $152,897+44.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 26.38% | 89.28%-62.9pp | 69.04%-42.7pp | 345.43%-319.1pp |
| Employer contribution / active EE | $18,827 | $4,212+347.0% | $3,453+445.3% | $4,764+295.2% |
| Participant deferral / active EE | $6,031 | $6,366-5.3% | $5,924+1.8% | $5,851+3.1% |
| Admin fee / account holder | $3,781 | $10,521-64.1% | $7,744-51.2% | $11,599-67.4% |