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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 | $193,874 | $91,537+111.8% | $130,045+49.1% | $75,173+157.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 493.55% | -631.55%+1125.1pp | -137.30%+630.9pp | 160.72%+332.8pp |
| Employer contribution / active EE | $13,960 | $2,845+390.7% | $4,321+223.0% | $2,671+422.6% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,492 | $6,780+10.5% | $10,600-29.3% | $5,651+32.6% |