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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 | $83,384 | $96,643-13.7% | $86,617-3.7% | $139,456-40.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.87% | 106.57%-95.7pp | 591.91%-581.0pp | 373.45%-362.6pp |
| Employer contribution / active EE | $6,344 | $3,264+94.3% | $3,023+109.8% | $4,753+33.5% |
| Participant deferral / active EE | $7,064 | $4,835+46.1% | $4,437+59.2% | $6,711+5.3% |
| Admin fee / account holder | $2,285 | $6,406-64.3% | $5,613-59.3% | $11,407-80.0% |