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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 | $170,770 | $106,008+61.1% | $92,240+85.1% | $147,586+15.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.01% | 50.05%-38.0pp | 176.29%-164.3pp | 578.59%-566.6pp |
| Employer contribution / active EE | $17,470 | $4,333+303.2% | $3,680+374.8% | $4,876+258.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,189 | $6,333-49.6% | $5,194-38.6% | $10,886-70.7% |