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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 | $187,553 | $93,373+100.9% | $152,466+23.0% | $85,854+118.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 11.98% | 21.84%-9.9pp | 757.33%-745.3pp | 318.56%-306.6pp |
| Employer contribution / active EE | $5,919 | $2,996+97.6% | $4,327+36.8% | $2,565+130.8% |
| Participant deferral / active EE | $6,292 | $4,550+38.3% | $5,820+8.1% | $3,952+59.2% |
| Admin fee / account holder | $26,161 | $13,853+88.9% | $15,805+65.5% | $6,260+317.9% |