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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 | $77,954 | $81,696-4.6% | $70,494+10.6% | $158,982-51.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.35% | 208.70%-192.3pp | 109.16%-92.8pp | 302.99%-286.6pp |
| Employer contribution / active EE | $5,625 | $3,220+74.7% | $2,738+105.4% | $4,763+18.1% |
| Participant deferral / active EE | $5,931 | $4,558+30.1% | $3,711+59.8% | $5,983-0.9% |
| Admin fee / account holder | $33,139 | $6,200+434.5% | $3,848+761.2% | $11,252+194.5% |