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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 | $94,381 | $58,311+61.9% | $81,882+15.3% | $80,959+16.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 133.88% | 41.85%+92.0pp | 779.47%-645.6pp | 35.67%+98.2pp |
| Employer contribution / active EE | $5,199 | $2,347+121.5% | $2,916+78.3% | $2,757+88.6% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,320 | $4,752-30.1% | $7,360-54.9% | $6,925-52.1% |