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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 | $104,095 | $73,518+41.6% | $63,003+65.2% | $147,585-29.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.27% | 175.46%-160.2pp | 87.59%-72.3pp | 578.56%-563.3pp |
| Employer contribution / active EE | $6,022 | $3,322+81.3% | $2,760+118.2% | $4,876+23.5% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,470 | $5,952-41.7% | $3,600-3.6% | $10,885-68.1% |