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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 | $75,827 | $76,368-0.7% | $67,681+12.0% | $154,746-51.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 51.93% | 1066.77%-1014.8pp | 590.58%-538.7pp | 172.34%-120.4pp |
| Employer contribution / active EE | $2,328 | $3,151-26.1% | $2,678-13.1% | $4,379-46.8% |
| Participant deferral / active EE | $15,600 | $4,824+223.4% | $3,976+292.4% | $6,730+131.8% |
| Admin fee / account holder | $694 | $8,559-91.9% | $6,100-88.6% | $14,365-95.2% |