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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 | $91,518 | $103,008-11.2% | $90,304+1.3% | $152,897-40.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.83% | 95.22%-78.4pp | 78.13%-61.3pp | 345.43%-328.6pp |
| Employer contribution / active EE | $7,384 | $3,139+135.2% | $2,855+158.6% | $4,764+55.0% |
| Participant deferral / active EE | $9,320 | $4,281+117.7% | $3,885+139.9% | $5,851+59.3% |
| Admin fee / account holder | $27,705 | $6,175+348.7% | $5,354+417.5% | $11,599+138.9% |