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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 | $84,855 | $73,546+15.4% | $63,018+34.7% | $147,586-42.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.27% | 175.56%-165.3pp | 87.62%-77.4pp | 578.59%-568.3pp |
| Employer contribution / active EE | $7,261 | $3,324+118.5% | $2,761+163.0% | $4,876+48.9% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,242 | $5,956-62.4% | $3,601-37.7% | $10,886-79.4% |