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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 | $210,527 | $105,198+100.1% | $159,455+32.0% | $85,856+145.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 29.14% | 45.08%-15.9pp | 263.63%-234.5pp | 318.58%-289.4pp |
| Employer contribution / active EE | $21,002 | $3,319+532.8% | $4,830+334.8% | $2,565+718.7% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,541 | $6,934-5.7% | $10,800-39.4% | $6,261+4.5% |