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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 | $74,419 | $106,905-30.4% | $84,020-11.4% | $152,885-51.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 22.58% | 105.00%-82.4pp | 71.31%-48.7pp | 345.39%-322.8pp |
| Employer contribution / active EE | $5,023 | $2,735+83.7% | $1,984+153.2% | $4,763+5.5% |
| Participant deferral / active EE | $7,731 | $4,012+92.7% | $3,239+138.7% | $5,851+32.1% |
| Admin fee / account holder | $645 | $8,287-92.2% | $6,101-89.4% | $11,598-94.4% |