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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 | $73,518+26.5% | $63,003+47.6% | $147,585-37.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.71% | 175.46%-165.8pp | 87.59%-77.9pp | 578.57%-568.9pp |
| Employer contribution / active EE | $4,105 | $3,322+23.6% | $2,760+48.7% | $4,876-15.8% |
| Participant deferral / active EE | $6,893 | $4,183+64.8% | $3,329+107.1% | $5,439+26.7% |
| Admin fee / account holder | $61,050 | $5,952+925.7% | $3,600+1595.7% | $10,885+460.8% |