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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 | $112,927 | $73,546+53.5% | $63,018+79.2% | $147,586-23.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.97% | 175.56%-161.6pp | 87.62%-73.6pp | 578.59%-564.6pp |
| Employer contribution / active EE | $4,685 | $3,324+41.0% | $2,761+69.7% | $4,876-3.9% |
| Participant deferral / active EE | $2,343 | $4,185-44.0% | $3,330-29.6% | $5,439-56.9% |
| Admin fee / account holder | $1,836 | $5,956-69.2% | $3,601-49.0% | $10,886-83.1% |