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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 | $99,921-11.7% | $85,009+3.8% | $145,959-39.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.72% | 83.89%-73.2pp | 66.47%-55.8pp | 561.95%-551.2pp |
| Employer contribution / active EE | $5,497 | $3,233+70.0% | $2,728+101.5% | $4,661+17.9% |
| Participant deferral / active EE | $7,736 | $5,293+46.2% | $4,522+71.1% | $6,689+15.7% |
| Admin fee / account holder | $151,851 | $7,252+1994.0% | $6,153+2368.1% | $13,398+1033.4% |