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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 | $221,491 | $95,664+131.5% | $76,902+188.0% | $139,487+58.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 139.61% | 55.03%+84.6pp | 37.91%+101.7pp | 373.84%-234.2pp |
| Employer contribution / active EE | $13,345 | $3,147+324.1% | $2,534+426.6% | $4,755+180.7% |
| Participant deferral / active EE | $0 | $4,626-100.0% | $3,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,220 | $8,311-49.2% | $5,479-23.0% | $11,407-63.0% |