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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 | $186,015 | $103,000+80.6% | $90,300+106.0% | $152,885+21.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.28% | 95.19%-75.9pp | 78.11%-58.8pp | 345.39%-326.1pp |
| Employer contribution / active EE | $2,864 | $3,138-8.7% | $2,854+0.4% | $4,763-39.9% |
| Participant deferral / active EE | $6,300 | $4,281+47.2% | $3,884+62.2% | $5,851+7.7% |
| Admin fee / account holder | $29,806 | $6,173+382.8% | $5,353+456.8% | $11,598+157.0% |