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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 | $93,199 | $106,008-12.1% | $92,240+1.0% | $147,586-36.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.62% | 50.05%-36.4pp | 176.29%-162.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $6,370 | $4,333+47.0% | $3,680+73.1% | $4,876+30.6% |
| Participant deferral / active EE | $1,133 | $4,478-74.7% | $3,897-70.9% | $5,439-79.2% |
| Admin fee / account holder | $18,286 | $6,333+188.7% | $5,194+252.1% | $10,886+68.0% |