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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 | $136,012 | $99,079+37.3% | $78,002+74.4% | $273,972-50.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.20% | 217.93%-208.7pp | 425.99%-416.8pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,862 | $3,308-13.5% | $2,470+15.9% | $4,869-41.2% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,215 | $8,954-86.4% | $5,481-77.8% | $10,133-88.0% |