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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 | $51,707 | $114,130-54.7% | $96,192-46.2% | $167,553-69.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.26% | 190.07%-176.8pp | 192.09%-178.8pp | 478.89%-465.6pp |
| Employer contribution / active EE | $4,895 | $3,431+42.7% | $2,799+74.9% | $4,840+1.1% |
| Participant deferral / active EE | $2,370 | $5,198-54.4% | $4,351-45.5% | $6,343-62.6% |
| Admin fee / account holder | $2,109 | $6,901-69.4% | $5,539-61.9% | $12,316-82.9% |