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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 | $102,382-37.3% | $147,005-56.3% | $80,874-20.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 53.71% | 134.89%-81.2pp | 418.76%-365.1pp | 35.62%+18.1pp |
| Employer contribution / active EE | $3,674 | $3,715-1.1% | $4,934-25.5% | $2,756+33.3% |
| Participant deferral / active EE | $6,975 | $6,646+4.9% | $8,070-13.6% | $4,297+62.3% |
| Admin fee / account holder | $9,616 | $7,942+21.1% | $13,006-26.1% | $6,935+38.7% |