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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 | $85,406 | $76,368+11.8% | $67,681+26.2% | $154,746-44.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 10.56% | 1066.77%-1056.2pp | 590.58%-580.0pp | 172.34%-161.8pp |
| Employer contribution / active EE | $8,483 | $3,151+169.2% | $2,678+216.7% | $4,379+93.7% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,834 | $8,559+3.2% | $6,100+44.8% | $14,365-38.5% |