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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 | $99,959 | $73,518+36.0% | $63,005+58.7% | $147,585-32.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.95% | 175.46%-161.5pp | 87.59%-73.6pp | 578.58%-564.6pp |
| Employer contribution / active EE | $3,983 | $3,322+19.9% | $2,760+44.3% | $4,876-18.3% |
| Participant deferral / active EE | $5,810 | $4,183+38.9% | $3,329+74.5% | $5,439+6.8% |
| Admin fee / account holder | $3,841 | $5,952-35.5% | $3,599+6.7% | $10,886-64.7% |