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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 | $68,113 | $152,612-55.4% | $125,192-45.6% | $152,897-55.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.85% | 54.85%-34.0pp | 43.79%-22.9pp | 345.43%-324.6pp |
| Employer contribution / active EE | $1,523 | $4,947-69.2% | $3,866-60.6% | $4,764-68.0% |
| Participant deferral / active EE | $8,621 | $5,868+46.9% | $4,937+74.6% | $5,851+47.3% |
| Admin fee / account holder | $39,029 | $13,437+190.5% | $9,704+302.2% | $11,599+236.5% |