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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 | $121,249 | $73,518+64.9% | $63,003+92.5% | $147,585-17.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.52% | 175.46%-163.9pp | 87.59%-76.1pp | 578.57%-567.0pp |
| Employer contribution / active EE | $2,853 | $3,322-14.1% | $2,760+3.4% | $4,876-41.5% |
| Participant deferral / active EE | $6,183 | $4,183+47.8% | $3,329+85.7% | $5,439+13.7% |
| Admin fee / account holder | $2,102 | $5,952-64.7% | $3,600-41.6% | $10,885-80.7% |