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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 | $54,077 | $96,643-44.0% | $86,617-37.6% | $139,456-61.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.76% | 106.57%-90.8pp | 591.91%-576.2pp | 373.45%-357.7pp |
| Employer contribution / active EE | $6,530 | $3,264+100.0% | $3,023+116.0% | $4,753+37.4% |
| Participant deferral / active EE | $1,871 | $4,835-61.3% | $4,437-57.8% | $6,711-72.1% |
| Admin fee / account holder | $373 | $6,406-94.2% | $5,613-93.4% | $11,407-96.7% |