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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 | $156,000 | $76,368+104.3% | $67,681+130.5% | $154,746+0.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.51% | 1066.77%-1053.3pp | 590.58%-577.1pp | 172.34%-158.8pp |
| Employer contribution / active EE | $3,896 | $3,151+23.6% | $2,678+45.5% | $4,379-11.0% |
| Participant deferral / active EE | $6,514 | $4,824+35.0% | $3,976+63.8% | $6,730-3.2% |
| Admin fee / account holder | $1,683 | $8,559-80.3% | $6,100-72.4% | $14,365-88.3% |