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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 | $73,546+40.1% | $63,018+63.5% | $147,586-30.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.42% | 175.56%-166.1pp | 87.62%-78.2pp | 578.59%-569.2pp |
| Employer contribution / active EE | $6,054 | $3,324+82.1% | $2,761+119.3% | $4,876+24.2% |
| Participant deferral / active EE | $5,319 | $4,185+27.1% | $3,330+59.8% | $5,439-2.2% |
| Admin fee / account holder | $18,825 | $5,956+216.1% | $3,601+422.8% | $10,886+72.9% |