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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 | $162,678 | $110,039+47.8% | $97,260+67.3% | $145,884+11.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.33% | 244.44%-235.1pp | 75.54%-66.2pp | 551.85%-542.5pp |
| Employer contribution / active EE | $2,659 | $3,074-13.5% | $2,721-2.3% | $4,662-43.0% |
| Participant deferral / active EE | $7,648 | $4,674+63.6% | $4,262+79.5% | $6,690+14.3% |
| Admin fee / account holder | $41,338 | $6,204+566.4% | $5,640+633.0% | $13,392+208.7% |