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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 | $234,392 | $175,259+33.7% | $149,723+56.5% | $139,487+68.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.11% | 166.82%-155.7pp | 134.50%-123.4pp | 373.84%-362.7pp |
| Employer contribution / active EE | $14,649 | $5,478+167.4% | $4,821+203.8% | $4,755+208.1% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,450 | $16,158-66.3% | $13,215-58.8% | $11,407-52.2% |