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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 | $115,385 | $73,518+56.9% | $63,005+83.1% | $147,585-21.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.58% | 175.46%-160.9pp | 87.59%-73.0pp | 578.58%-564.0pp |
| Employer contribution / active EE | $3,611 | $3,322+8.7% | $2,760+30.8% | $4,876-25.9% |
| Participant deferral / active EE | $1,953 | $4,183-53.3% | $3,329-41.3% | $5,439-64.1% |
| Admin fee / account holder | $1,417 | $5,952-76.2% | $3,599-60.6% | $10,886-87.0% |