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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 | $129,967 | $73,518+76.8% | $63,003+106.3% | $147,585-11.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.30% | 175.46%-163.2pp | 87.59%-75.3pp | 578.57%-566.3pp |
| Employer contribution / active EE | $5,959 | $3,322+79.4% | $2,760+115.9% | $4,876+22.2% |
| Participant deferral / active EE | $2,513 | $4,183-39.9% | $3,329-24.5% | $5,439-53.8% |
| Admin fee / account holder | $1,802 | $5,952-69.7% | $3,600-50.0% | $10,885-83.4% |