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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 | $151,526 | $100,895+50.2% | $90,430+67.6% | $158,950-4.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.14% | 1725.54%-1715.4pp | 1293.73%-1283.6pp | 302.91%-292.8pp |
| Employer contribution / active EE | $5,163 | $3,689+40.0% | $3,262+58.3% | $4,762+8.4% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,112 | $6,505-36.8% | $5,613-26.8% | $11,248-63.4% |