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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 | $83,345 | $100,139-16.8% | $85,187-2.2% | $145,884-42.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.20% | 84.15%-73.0pp | 66.67%-55.5pp | 551.85%-540.7pp |
| Employer contribution / active EE | $4,861 | $3,238+50.1% | $2,732+77.9% | $4,662+4.3% |
| Participant deferral / active EE | $9,171 | $5,296+73.2% | $4,525+102.7% | $6,690+37.1% |
| Admin fee / account holder | $2,100 | $7,262-71.1% | $6,162-65.9% | $13,392-84.3% |