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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 | $191,665 | $107,353+78.5% | $92,903+106.3% | $152,885+25.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.04% | 145.62%-131.6pp | 109.43%-95.4pp | 345.39%-331.3pp |
| Employer contribution / active EE | $12,488 | $4,222+195.8% | $3,653+241.9% | $4,763+162.2% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,650 | $7,081-34.3% | $5,795-19.8% | $11,598-59.9% |