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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 | $107,124 | $84,741+26.4% | $75,731+41.5% | $167,553-36.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 18.67% | 199.72%-181.0pp | 104.65%-86.0pp | 478.89%-460.2pp |
| Employer contribution / active EE | $4,081 | $3,230+26.3% | $2,743+48.8% | $4,840-15.7% |
| Participant deferral / active EE | $6,930 | $4,577+51.4% | $3,820+81.4% | $6,343+9.3% |
| Admin fee / account holder | $24,580 | $5,361+358.5% | $3,620+579.0% | $12,316+99.6% |