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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 | $69,246 | $106,008-34.7% | $92,240-24.9% | $147,586-53.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.94% | 50.05%-35.1pp | 176.29%-161.3pp | 578.59%-563.7pp |
| Employer contribution / active EE | $1,811 | $4,333-58.2% | $3,680-50.8% | $4,876-62.9% |
| Participant deferral / active EE | $2,162 | $4,478-51.7% | $3,897-44.5% | $5,439-60.2% |
| Admin fee / account holder | $2,200 | $6,333-65.3% | $5,194-57.6% | $10,886-79.8% |