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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 | $73,906 | $102,696-28.0% | $86,235-14.3% | $139,487-47.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 12.87% | 1925.91%-1913.0pp | 1170.03%-1157.2pp | 373.84%-361.0pp |
| Employer contribution / active EE | $5,860 | $3,034+93.2% | $2,381+146.1% | $4,755+23.3% |
| Participant deferral / active EE | $7,515 | $4,679+60.6% | $3,987+88.5% | $6,713+12.0% |
| Admin fee / account holder | $8,904 | $8,667+2.7% | $6,856+29.9% | $11,407-21.9% |