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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 | $103,045 | $73,518+40.2% | $63,003+63.6% | $147,585-30.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.42% | 175.46%-166.0pp | 87.59%-78.2pp | 578.57%-569.1pp |
| Employer contribution / active EE | $6,054 | $3,322+82.2% | $2,760+119.3% | $4,876+24.2% |
| Participant deferral / active EE | $5,319 | $4,183+27.2% | $3,329+59.8% | $5,439-2.2% |
| Admin fee / account holder | $18,825 | $5,952+216.3% | $3,600+422.9% | $10,885+72.9% |