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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 | $131,087 | $111,785+17.3% | $93,669+39.9% | $145,877-10.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.90% | 203.79%-187.9pp | 133.59%-117.7pp | 551.28%-535.4pp |
| Employer contribution / active EE | $5,714 | $3,096+84.6% | $2,424+135.8% | $4,663+22.5% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,701 | $10,256-63.9% | $8,291-55.4% | $13,402-72.4% |