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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 | $172,538 | $73,518+134.7% | $63,005+173.8% | $147,585+16.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.54% | 175.46%-160.9pp | 87.59%-73.1pp | 578.58%-564.0pp |
| Employer contribution / active EE | $10,714 | $3,322+222.5% | $2,760+288.2% | $4,876+119.7% |
| Participant deferral / active EE | $6,280 | $4,183+50.1% | $3,329+88.6% | $5,439+15.5% |
| Admin fee / account holder | $835 | $5,952-86.0% | $3,599-76.8% | $10,886-92.3% |