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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 | $190,968 | $118,708+60.9% | $98,920+93.1% | $158,982+20.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 36.98% | 372.49%-335.5pp | 196.47%-159.5pp | 302.99%-266.0pp |
| Employer contribution / active EE | $939 | $3,334-71.8% | $2,689-65.1% | $4,763-80.3% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,223 | $10,134-18.9% | $6,643+23.8% | $11,252-26.9% |