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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 | $70,186 | $96,691-27.4% | $86,656-19.0% | $139,487-49.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.56% | 106.87%-95.3pp | 593.09%-581.5pp | 373.84%-362.3pp |
| Employer contribution / active EE | $5,964 | $3,267+82.6% | $3,025+97.1% | $4,755+25.4% |
| Participant deferral / active EE | $6,717 | $4,838+38.8% | $4,439+51.3% | $6,713+0.1% |
| Admin fee / account holder | $56,222 | $6,414+776.5% | $5,619+900.6% | $11,407+392.9% |