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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 | $58,852 | $96,691-39.1% | $86,656-32.1% | $139,487-57.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.81% | 106.87%-90.1pp | 593.09%-576.3pp | 373.84%-357.0pp |
| Employer contribution / active EE | $3,232 | $3,267-1.1% | $3,025+6.8% | $4,755-32.0% |
| Participant deferral / active EE | $8,517 | $4,838+76.1% | $4,439+91.9% | $6,713+26.9% |
| Admin fee / account holder | $25,758 | $6,414+301.6% | $5,619+358.4% | $11,407+125.8% |