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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 | $60,737 | $106,001-42.7% | $92,235-34.1% | $147,585-58.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.34% | 50.05%-36.7pp | 176.28%-162.9pp | 578.56%-565.2pp |
| Employer contribution / active EE | $7,853 | $4,333+81.2% | $3,679+113.4% | $4,876+61.0% |
| Participant deferral / active EE | $2,598 | $4,478-42.0% | $3,897-33.3% | $5,439-52.2% |
| Admin fee / account holder | $37,726 | $6,332+495.8% | $5,194+626.4% | $10,885+246.6% |