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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 | $150,351 | $96,123+56.4% | $77,361+94.3% | $198,609-24.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 8.56% | 2054.81%-2046.2pp | 1011.54%-1003.0pp | 202.70%-194.1pp |
| Employer contribution / active EE | $6,446 | $3,791+70.0% | $2,990+115.6% | $5,055+27.5% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,370 | $9,471-53.9% | $5,894-25.9% | $19,030-77.0% |