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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 | $67,128 | $106,003-36.7% | $92,236-27.2% | $147,585-54.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.11% | 50.05%-35.9pp | 176.29%-162.2pp | 578.57%-564.5pp |
| Employer contribution / active EE | $2,514 | $4,333-42.0% | $3,679-31.7% | $4,876-48.4% |
| Participant deferral / active EE | $5,377 | $4,478+20.1% | $3,897+38.0% | $5,439-1.1% |
| Admin fee / account holder | $22,426 | $6,333+254.1% | $5,194+331.8% | $10,885+106.0% |