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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 | $66,622 | $84,741-21.4% | $75,731-12.0% | $167,553-60.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 26.82% | 199.72%-172.9pp | 104.65%-77.8pp | 478.89%-452.1pp |
| Employer contribution / active EE | $6,035 | $3,230+86.8% | $2,743+120.0% | $4,840+24.7% |
| Participant deferral / active EE | $2,371 | $4,577-48.2% | $3,820-37.9% | $6,343-62.6% |
| Admin fee / account holder | $409 | $5,361-92.4% | $3,620-88.7% | $12,316-96.7% |