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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 | $231,080 | $96,691+139.0% | $86,656+166.7% | $139,487+65.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.43% | 106.87%-88.4pp | 593.09%-574.7pp | 373.84%-355.4pp |
| Employer contribution / active EE | $6,667 | $3,267+104.1% | $3,025+120.4% | $4,755+40.2% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $15,515 | $6,414+141.9% | $5,619+176.1% | $11,407+36.0% |