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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 | $192,883 | $103,008+87.3% | $90,304+113.6% | $152,897+26.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.43% | 95.22%-78.8pp | 78.13%-61.7pp | 345.43%-329.0pp |
| Employer contribution / active EE | $18,187 | $3,139+479.3% | $2,855+537.0% | $4,764+281.8% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,796 | $6,175-70.9% | $5,354-66.5% | $11,599-84.5% |