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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 | $105,585 | $73,546+43.6% | $63,018+67.5% | $147,586-28.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.66% | 175.56%-155.9pp | 87.62%-68.0pp | 578.59%-558.9pp |
| Employer contribution / active EE | $3,927 | $3,324+18.1% | $2,761+42.2% | $4,876-19.5% |
| Participant deferral / active EE | $6,856 | $4,185+63.8% | $3,330+105.9% | $5,439+26.1% |
| Admin fee / account holder | $1,766 | $5,956-70.3% | $3,601-50.9% | $10,886-83.8% |