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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 | $229,164 | $106,008+116.2% | $92,240+148.4% | $147,586+55.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.92% | 50.05%-30.1pp | 176.29%-156.4pp | 578.59%-558.7pp |
| Employer contribution / active EE | $23,810 | $4,333+449.4% | $3,680+547.1% | $4,876+388.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,531 | $6,333+66.3% | $5,194+102.8% | $10,886-3.3% |