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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 | $186,106 | $114,130+63.1% | $96,192+93.5% | $167,553+11.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.13% | 190.07%-176.9pp | 192.09%-179.0pp | 478.89%-465.8pp |
| Employer contribution / active EE | $1,853 | $3,431-46.0% | $2,799-33.8% | $4,840-61.7% |
| Participant deferral / active EE | $8,739 | $5,198+68.1% | $4,351+100.9% | $6,343+37.8% |
| Admin fee / account holder | $3,353 | $6,901-51.4% | $5,539-39.5% | $12,316-72.8% |