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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 | $73,546+17.2% | $63,018+36.8% | $147,586-41.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.32% | 175.56%-162.2pp | 87.62%-74.3pp | 578.59%-565.3pp |
| Employer contribution / active EE | $7,145 | $3,324+115.0% | $2,761+158.8% | $4,876+46.5% |
| Participant deferral / active EE | $976 | $4,185-76.7% | $3,330-70.7% | $5,439-82.1% |
| Admin fee / account holder | $1,436 | $5,956-75.9% | $3,601-60.1% | $10,886-86.8% |