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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 | $198,590 | $134,817+47.3% | $123,973+60.2% | $155,188+28.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 28.85% | 515.49%-486.6pp | 388.13%-359.3pp | 148.84%-120.0pp |
| Employer contribution / active EE | $32,747 | $4,425+640.0% | $4,126+693.7% | $4,248+670.9% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $24,470 | $13,245+84.7% | $11,799+107.4% | $14,480+69.0% |