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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 | $83,121 | $84,741-1.9% | $75,731+9.8% | $167,553-50.4% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.8%+15.2pp | 82.1%+7.9pp |
| Annual return | 22.17% | 199.72%-177.6pp | 104.65%-82.5pp | 478.89%-456.7pp |
| Employer contribution / active EE | $7,281 | $3,230+125.4% | $2,743+165.4% | $4,840+50.4% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,343-100.0% |
| Admin fee / account holder | $10,088 | $5,361+88.2% | $3,620+178.7% | $12,316-18.1% |