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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 | $95,593 | $73,518+30.0% | $63,003+51.7% | $147,585-35.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.06% | 175.46%-156.4pp | 87.59%-68.5pp | 578.57%-559.5pp |
| Employer contribution / active EE | $7,992 | $3,322+140.6% | $2,760+189.6% | $4,876+63.9% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,202 | $5,952-79.8% | $3,600-66.6% | $10,885-89.0% |