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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 | $208,978 | $116,360+79.6% | $65,566+218.7% | $139,466+49.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 64.44% | 31.23%+33.2pp | 47.40%+17.0pp | 373.66%-309.2pp |
| Employer contribution / active EE | $2,919 | $2,600+12.3% | $1,692+72.6% | $4,754-38.6% |
| Participant deferral / active EE | $11,250 | $4,242+165.2% | $2,832+297.3% | $6,712+67.6% |
| Admin fee / account holder | $88,086 | $6,701+1214.6% | $4,114+2041.0% | $11,409+672.1% |