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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 | $154,386 | $73,518+110.0% | $63,005+145.0% | $147,585+4.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.26% | 175.46%-164.2pp | 87.59%-76.3pp | 578.58%-567.3pp |
| Employer contribution / active EE | $10,759 | $3,322+223.8% | $2,760+289.8% | $4,876+120.6% |
| Participant deferral / active EE | $10,441 | $4,183+149.6% | $3,329+213.6% | $5,439+92.0% |
| Admin fee / account holder | $3,522 | $5,952-40.8% | $3,599-2.2% | $10,886-67.6% |