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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 | $172,326 | $103,008+67.3% | $90,304+90.8% | $152,897+12.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 11.17% | 95.22%-84.1pp | 78.13%-67.0pp | 345.43%-334.3pp |
| Employer contribution / active EE | $6,337 | $3,139+101.8% | $2,855+122.0% | $4,764+33.0% |
| Participant deferral / active EE | $7,508 | $4,281+75.4% | $3,885+93.3% | $5,851+28.3% |
| Admin fee / account holder | $83,305 | $6,175+1249.1% | $5,354+1456.0% | $11,599+618.2% |