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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 | $68,460 | $106,008-35.4% | $92,240-25.8% | $147,586-53.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.96% | 50.05%-32.1pp | 176.29%-158.3pp | 578.59%-560.6pp |
| Employer contribution / active EE | $4,922 | $4,333+13.6% | $3,680+33.8% | $4,876+0.9% |
| Participant deferral / active EE | $5,345 | $4,478+19.3% | $3,897+37.1% | $5,439-1.7% |
| Admin fee / account holder | $517 | $6,333-91.8% | $5,194-90.1% | $10,886-95.3% |