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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 | $90,955 | $84,708+7.4% | $75,714+20.1% | $167,536-45.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 10.36% | 199.62%-189.3pp | 104.62%-94.3pp | 478.82%-468.5pp |
| Employer contribution / active EE | $4,727 | $3,231+46.3% | $2,744+72.3% | $4,839-2.3% |
| Participant deferral / active EE | $7,000 | $4,577+52.9% | $3,820+83.2% | $6,342+10.4% |
| Admin fee / account holder | $45,607 | $5,358+751.2% | $3,619+1160.3% | $12,315+270.3% |