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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 | $112,614 | $102,393+10.0% | $147,041-23.4% | $80,911+39.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.16% | 134.95%-121.8pp | 419.21%-406.1pp | 35.63%-22.5pp |
| Employer contribution / active EE | $5,374 | $3,715+44.6% | $4,935+8.9% | $2,756+95.0% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $15,659 | $7,943+97.1% | $13,006+20.4% | $6,935+125.8% |