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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 | $199,098 | $96,678+105.9% | $86,640+129.8% | $139,466+42.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.20% | 106.69%-90.5pp | 592.52%-576.3pp | 373.66%-357.5pp |
| Employer contribution / active EE | $6,900 | $3,265+111.3% | $3,024+128.2% | $4,754+45.1% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $834 | $6,410-87.0% | $5,616-85.1% | $11,409-92.7% |