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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 | $104,628 | $73,518+42.3% | $63,003+66.1% | $147,585-29.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.28% | 175.46%-161.2pp | 87.59%-73.3pp | 578.57%-564.3pp |
| Employer contribution / active EE | $9,277 | $3,322+179.2% | $2,760+236.1% | $4,876+90.2% |
| Participant deferral / active EE | $3,351 | $4,183-19.9% | $3,329+0.7% | $5,439-38.4% |
| Admin fee / account holder | $906 | $5,952-84.8% | $3,600-74.8% | $10,885-91.7% |