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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 | $86,184 | $73,518+17.2% | $63,003+36.8% | $147,585-41.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.32% | 175.46%-162.1pp | 87.59%-74.3pp | 578.56%-565.2pp |
| Employer contribution / active EE | $7,145 | $3,322+115.1% | $2,760+158.9% | $4,876+46.5% |
| Participant deferral / active EE | $976 | $4,183-76.7% | $3,329-70.7% | $5,439-82.1% |
| Admin fee / account holder | $1,436 | $5,952-75.9% | $3,600-60.1% | $10,885-86.8% |