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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 | $65,325 | $73,518-11.1% | $63,005+3.7% | $147,585-55.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.17% | 175.46%-158.3pp | 87.59%-70.4pp | 578.58%-561.4pp |
| Employer contribution / active EE | $1,200 | $3,322-63.9% | $2,760-56.5% | $4,876-75.4% |
| Participant deferral / active EE | $1,428 | $4,183-65.9% | $3,329-57.1% | $5,439-73.7% |
| Admin fee / account holder | $23,573 | $5,952+296.0% | $3,599+554.9% | $10,886+116.6% |