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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 | $40,752 | $106,003-61.6% | $92,236-55.8% | $147,585-72.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.49% | 50.05%-34.6pp | 176.29%-160.8pp | 578.57%-563.1pp |
| Employer contribution / active EE | $2,090 | $4,333-51.8% | $3,679-43.2% | $4,876-57.1% |
| Participant deferral / active EE | $3,581 | $4,478-20.0% | $3,897-8.1% | $5,439-34.2% |
| Admin fee / account holder | $16,529 | $6,333+161.0% | $5,194+218.2% | $10,885+51.8% |