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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 | $42,505 | $73,546-42.2% | $63,018-32.6% | $147,586-71.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.90% | 175.56%-164.7pp | 87.62%-76.7pp | 578.59%-567.7pp |
| Employer contribution / active EE | $2,307 | $3,324-30.6% | $2,761-16.4% | $4,876-52.7% |
| Participant deferral / active EE | $5,917 | $4,185+41.4% | $3,330+77.7% | $5,439+8.8% |
| Admin fee / account holder | $47,254 | $5,956+693.4% | $3,601+1212.4% | $10,886+334.1% |