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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 | $192,213 | $73,546+161.4% | $63,018+205.0% | $147,586+30.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.63% | 175.56%-165.9pp | 87.62%-78.0pp | 578.59%-569.0pp |
| Employer contribution / active EE | $2,205 | $3,324-33.7% | $2,761-20.1% | $4,876-54.8% |
| Participant deferral / active EE | $2,205 | $4,185-47.3% | $3,330-33.8% | $5,439-59.5% |
| Admin fee / account holder | $36,807 | $5,956+518.0% | $3,601+922.2% | $10,886+238.1% |