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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 | $216,327 | $111,830+93.4% | $93,696+130.9% | $145,884+48.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.50% | 204.08%-192.6pp | 133.74%-122.2pp | 551.85%-540.3pp |
| Employer contribution / active EE | $27,469 | $3,093+788.1% | $2,422+1034.2% | $4,662+489.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $56,129 | $10,249+447.7% | $8,287+577.3% | $13,392+319.1% |