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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 | $209,054 | $100,139+108.8% | $85,187+145.4% | $145,884+43.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.71% | 84.15%-73.4pp | 66.67%-56.0pp | 551.85%-541.1pp |
| Employer contribution / active EE | $3,892 | $3,238+20.2% | $2,732+42.4% | $4,662-16.5% |
| Participant deferral / active EE | $7,888 | $5,296+49.0% | $4,525+74.3% | $6,690+17.9% |
| Admin fee / account holder | $55,143 | $7,262+659.3% | $6,162+794.9% | $13,392+311.8% |