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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 | $185,854 | $112,935+64.6% | $90,970+104.3% | $158,966+16.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.29% | 215.79%-210.5pp | 134.58%-129.3pp | 302.95%-297.7pp |
| Employer contribution / active EE | $12,500 | $2,895+331.9% | $2,122+488.9% | $4,762+162.5% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,130 | $8,045-23.8% | $5,960+2.9% | $11,250-45.5% |