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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 | $210,915 | $111,787+88.7% | $93,681+125.1% | $145,978+44.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.07% | 203.52%-192.4pp | 133.47%-122.4pp | 550.52%-539.4pp |
| Employer contribution / active EE | $3,571 | $3,093+15.5% | $2,422+47.4% | $4,662-23.4% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,759 | $10,256-73.1% | $8,290-66.7% | $13,400-79.4% |