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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 | $77,253 | $73,518+5.1% | $63,003+22.6% | $147,585-47.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.34% | 175.46%-161.1pp | 87.59%-73.3pp | 578.56%-564.2pp |
| Employer contribution / active EE | $4,327 | $3,322+30.2% | $2,760+56.8% | $4,876-11.3% |
| Participant deferral / active EE | $2,558 | $4,183-38.8% | $3,329-23.2% | $5,439-53.0% |
| Admin fee / account holder | $45,921 | $5,952+671.5% | $3,600+1175.5% | $10,885+321.9% |