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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 | $81,747 | $73,546+11.2% | $63,018+29.7% | $147,586-44.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 25.01% | 175.56%-150.5pp | 87.62%-62.6pp | 578.59%-553.6pp |
| Employer contribution / active EE | $1,722 | $3,324-48.2% | $2,761-37.6% | $4,876-64.7% |
| Participant deferral / active EE | $6,121 | $4,185+46.3% | $3,330+83.8% | $5,439+12.5% |
| Admin fee / account holder | $1,290 | $5,956-78.3% | $3,601-64.2% | $10,886-88.2% |