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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 | $118,248 | $99,079+19.3% | $78,002+51.6% | $273,972-56.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 4.88% | 217.93%-213.0pp | 425.99%-421.1pp | 41.46%-36.6pp |
| Employer contribution / active EE | $5,494 | $3,308+66.1% | $2,470+122.4% | $4,869+12.9% |
| Participant deferral / active EE | $5,471 | $4,306+27.0% | $3,497+56.4% | $5,287+3.5% |
| Admin fee / account holder | $16,303 | $8,954+82.1% | $5,481+197.5% | $10,133+60.9% |