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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 | $59,062 | $63,346-6.8% | $92,240-36.0% | $70,126-15.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.93% | 530.19%-515.3pp | 176.29%-161.4pp | 73.15%-58.2pp |
| Employer contribution / active EE | $7,968 | $2,471+222.4% | $3,680+116.5% | $2,343+240.1% |
| Participant deferral / active EE | $3,738 | $2,854+31.0% | $3,897-4.1% | $3,332+12.2% |
| Admin fee / account holder | $2,591 | $3,841-32.5% | $5,194-50.1% | $4,645-44.2% |