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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 | $64,223 | $102,393-37.3% | $147,041-56.3% | $80,911-20.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 53.71% | 134.95%-81.2pp | 419.21%-365.5pp | 35.63%+18.1pp |
| Employer contribution / active EE | $3,674 | $3,715-1.1% | $4,935-25.5% | $2,756+33.3% |
| Participant deferral / active EE | $6,975 | $6,647+4.9% | $8,071-13.6% | $4,297+62.3% |
| Admin fee / account holder | $9,616 | $7,943+21.1% | $13,006-26.1% | $6,935+38.7% |