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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 | $68,165 | $73,518-7.3% | $63,003+8.2% | $147,585-53.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.58% | 175.46%-159.9pp | 87.59%-72.0pp | 578.57%-563.0pp |
| Employer contribution / active EE | $7,158 | $3,322+115.5% | $2,760+159.3% | $4,876+46.8% |
| Participant deferral / active EE | $9,556 | $4,183+128.4% | $3,329+187.0% | $5,439+75.7% |
| Admin fee / account holder | $13,796 | $5,952+131.8% | $3,600+283.2% | $10,885+26.7% |