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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 | $142,838 | $103,008+38.7% | $90,304+58.2% | $152,897-6.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.88% | 95.22%-81.3pp | 78.13%-64.2pp | 345.43%-331.5pp |
| Employer contribution / active EE | $5,022 | $3,139+60.0% | $2,855+75.9% | $4,764+5.4% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,043 | $6,175-66.9% | $5,354-61.8% | $11,599-82.4% |