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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 | $87,350 | $110,830-21.2% | $86,625+0.8% | $167,553-47.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 9.46% | 116.99%-107.5pp | 63.52%-54.1pp | 478.89%-469.4pp |
| Employer contribution / active EE | $8,705 | $3,245+168.2% | $2,496+248.8% | $4,840+79.9% |
| Participant deferral / active EE | $11,319 | $4,548+148.9% | $3,700+206.0% | $6,343+78.5% |
| Admin fee / account holder | $13,883 | $8,420+64.9% | $5,830+138.1% | $12,316+12.7% |