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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 | $73,925 | $73,546+0.5% | $63,018+17.3% | $147,586-49.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.01% | 175.56%-161.5pp | 87.62%-73.6pp | 578.59%-564.6pp |
| Employer contribution / active EE | $3,330 | $3,324+0.2% | $2,761+20.6% | $4,876-31.7% |
| Participant deferral / active EE | $3,411 | $4,185-18.5% | $3,330+2.5% | $5,439-37.3% |
| Admin fee / account holder | $3,047 | $5,956-48.8% | $3,601-15.4% | $10,886-72.0% |