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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 | $65,986 | $90,614-27.2% | $76,089-13.3% | $145,877-54.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 43.97% | 623.80%-579.8pp | 360.94%-317.0pp | 551.28%-507.3pp |
| Employer contribution / active EE | $1,968 | $3,324-40.8% | $2,690-26.8% | $4,663-57.8% |
| Participant deferral / active EE | $8,782 | $5,168+69.9% | $4,259+106.2% | $6,691+31.3% |
| Admin fee / account holder | $17,603 | $8,376+110.2% | $6,418+174.3% | $13,402+31.3% |