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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 | $100,730 | $73,546+37.0% | $63,018+59.8% | $147,586-31.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.17% | 175.56%-164.4pp | 87.62%-76.5pp | 578.59%-567.4pp |
| Employer contribution / active EE | $2,589 | $3,324-22.1% | $2,761-6.2% | $4,876-46.9% |
| Participant deferral / active EE | $4,786 | $4,185+14.4% | $3,330+43.7% | $5,439-12.0% |
| Admin fee / account holder | $2,249 | $5,956-62.2% | $3,601-37.5% | $10,886-79.3% |