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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 | $96,821 | $114,093-15.1% | $96,171+0.7% | $167,536-42.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.16% | 190.00%-177.8pp | 192.04%-179.9pp | 478.82%-466.7pp |
| Employer contribution / active EE | $15,013 | $3,429+337.8% | $2,799+436.4% | $4,839+210.3% |
| Participant deferral / active EE | $12,179 | $5,197+134.4% | $4,350+180.0% | $6,342+92.0% |
| Admin fee / account holder | $1,066 | $6,899-84.5% | $5,538-80.8% | $12,315-91.3% |