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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 | $214,480 | $108,942+96.9% | $100,415+113.6% | $145,897+47.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.71% | 58.27%-45.6pp | 49.47%-36.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,981 | $8,461+65.2% | $8,091+72.8% | $6,689+109.0% |
| Admin fee / account holder | $9,585 | $9,702-1.2% | $7,906+21.2% | $13,390-28.4% |