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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 | $88,277 | $100,073-11.8% | $85,126+3.7% | $145,877-39.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.72% | 84.11%-73.4pp | 66.63%-55.9pp | 551.28%-540.6pp |
| Employer contribution / active EE | $5,497 | $3,236+69.8% | $2,731+101.2% | $4,663+17.9% |
| Participant deferral / active EE | $7,736 | $5,294+46.1% | $4,523+71.0% | $6,691+15.6% |
| Admin fee / account holder | $151,851 | $7,261+1991.3% | $6,160+2365.0% | $13,402+1033.0% |