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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 | $98,498 | $73,546+33.9% | $63,018+56.3% | $147,586-33.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.82% | 175.56%-164.7pp | 87.62%-76.8pp | 578.59%-567.8pp |
| Employer contribution / active EE | $3,400 | $3,324+2.3% | $2,761+23.2% | $4,876-30.3% |
| Participant deferral / active EE | $4,975 | $4,185+18.9% | $3,330+49.4% | $5,439-8.5% |
| Admin fee / account holder | $1,441 | $5,956-75.8% | $3,601-60.0% | $10,886-86.8% |