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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 | $99,121 | $103,038-3.8% | $90,324+9.7% | $152,909-35.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.66% | 95.25%-79.6pp | 78.15%-62.5pp | 345.46%-329.8pp |
| Employer contribution / active EE | $4,996 | $3,141+59.1% | $2,856+74.9% | $4,764+4.9% |
| Participant deferral / active EE | $11,650 | $4,282+172.1% | $3,885+199.8% | $5,851+99.1% |
| Admin fee / account holder | $39,333 | $6,177+536.7% | $5,356+634.4% | $11,601+239.1% |