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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 | $236,598 | $114,073+107.4% | $96,161+146.0% | $167,518+41.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.25% | 189.95%-177.7pp | 192.01%-179.8pp | 478.71%-466.5pp |
| Employer contribution / active EE | $490 | $3,428-85.7% | $2,798-82.5% | $4,838-89.9% |
| Participant deferral / active EE | $997 | $5,195-80.8% | $4,349-77.1% | $6,342-84.3% |
| Admin fee / account holder | $9,438 | $6,899+36.8% | $5,538+70.4% | $12,312-23.3% |