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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 | $102,730 | $68,394+50.2% | $94,672+8.5% | $75,177+36.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 15.71% | 616.92%-601.2pp | 156.89%-141.2pp | 160.75%-145.0pp |
| Employer contribution / active EE | $5,108 | $2,701+89.1% | $3,673+39.1% | $2,671+91.2% |
| Participant deferral / active EE | $0 | $6,536-100.0% | $7,417-100.0% | $4,126-100.0% |
| Admin fee / account holder | $19,775 | $5,326+271.3% | $7,222+173.8% | $5,651+249.9% |