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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 | $79,652 | $99,079-19.6% | $78,002+2.1% | $273,972-70.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.74% | 217.93%-211.2pp | 425.99%-419.2pp | 41.46%-34.7pp |
| Employer contribution / active EE | $7,120 | $3,308+115.2% | $2,470+188.2% | $4,869+46.2% |
| Participant deferral / active EE | $3,447 | $4,306-20.0% | $3,497-1.4% | $5,287-34.8% |
| Admin fee / account holder | $4,555 | $8,954-49.1% | $5,481-16.9% | $10,133-55.0% |