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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 | $73,546-7.3% | $63,018+8.2% | $147,586-53.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.58% | 175.56%-160.0pp | 87.62%-72.0pp | 578.59%-563.0pp |
| Employer contribution / active EE | $7,158 | $3,324+115.4% | $2,761+159.3% | $4,876+46.8% |
| Participant deferral / active EE | $9,556 | $4,185+128.4% | $3,330+187.0% | $5,439+75.7% |
| Admin fee / account holder | $13,796 | $5,956+131.6% | $3,601+283.2% | $10,886+26.7% |