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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 | $151,232 | $103,038+46.8% | $90,324+67.4% | $152,909-1.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.44% | 95.25%-76.8pp | 78.15%-59.7pp | 345.46%-327.0pp |
| Employer contribution / active EE | $2,752 | $3,141-12.4% | $2,856-3.6% | $4,764-42.2% |
| Participant deferral / active EE | $11,013 | $4,282+157.2% | $3,885+183.4% | $5,851+88.2% |
| Admin fee / account holder | $34,985 | $6,177+466.4% | $5,356+553.2% | $11,601+201.6% |