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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 | $92,968 | $73,546+26.4% | $63,018+47.5% | $147,586-37.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.71% | 175.56%-165.9pp | 87.62%-77.9pp | 578.59%-568.9pp |
| Employer contribution / active EE | $4,105 | $3,324+23.5% | $2,761+48.7% | $4,876-15.8% |
| Participant deferral / active EE | $6,893 | $4,185+64.7% | $3,330+107.0% | $5,439+26.7% |
| Admin fee / account holder | $61,050 | $5,956+925.0% | $3,601+1595.5% | $10,886+460.8% |