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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 | $215,558 | $107,941+99.7% | $91,994+134.3% | $152,909+41.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 18.78% | 89.28%-70.5pp | 69.04%-50.3pp | 345.46%-326.7pp |
| Employer contribution / active EE | $1,219 | $4,212-71.1% | $3,453-64.7% | $4,764-74.4% |
| Participant deferral / active EE | $4,593 | $6,366-27.8% | $5,924-22.5% | $5,851-21.5% |
| Admin fee / account holder | $111,569 | $10,521+960.4% | $7,744+1340.7% | $11,601+861.7% |