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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 | $96,172 | $73,546+30.8% | $63,018+52.6% | $147,586-34.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 67.08% | 175.56%-108.5pp | 87.62%-20.5pp | 578.59%-511.5pp |
| Employer contribution / active EE | $4,184 | $3,324+25.9% | $2,761+51.6% | $4,876-14.2% |
| Participant deferral / active EE | $1,046 | $4,185-75.0% | $3,330-68.6% | $5,439-80.8% |
| Admin fee / account holder | $312 | $5,956-94.8% | $3,601-91.3% | $10,886-97.1% |