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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 | $82,870 | $73,546+12.7% | $63,018+31.5% | $147,586-43.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.70% | 175.56%-163.9pp | 87.62%-75.9pp | 578.59%-566.9pp |
| Employer contribution / active EE | $6,897 | $3,324+107.5% | $2,761+149.8% | $4,876+41.4% |
| Participant deferral / active EE | $1,491 | $4,185-64.4% | $3,330-55.2% | $5,439-72.6% |
| Admin fee / account holder | $87,200 | $5,956+1364.1% | $3,601+2321.8% | $10,886+701.0% |