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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 | $77,686 | $106,005-26.7% | $92,239-15.8% | $147,585-47.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.09% | 50.05%-28.0pp | 176.29%-154.2pp | 578.58%-556.5pp |
| Employer contribution / active EE | $10,543 | $4,333+143.3% | $3,680+186.5% | $4,876+116.2% |
| Participant deferral / active EE | $7,682 | $4,478+71.5% | $3,897+97.1% | $5,439+41.2% |
| Admin fee / account holder | $1,869 | $6,333-70.5% | $5,194-64.0% | $10,886-82.8% |