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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 | $65,703 | $85,766-23.4% | $136,298-51.8% | $70,126-6.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 162.41% | 31.46%+131.0pp | 5156.27%-4993.9pp | 73.15%+89.3pp |
| Employer contribution / active EE | $7,365 | $2,966+148.3% | $4,696+56.9% | $2,343+214.4% |
| Participant deferral / active EE | $6,503 | $5,051+28.7% | $6,247+4.1% | $3,332+95.2% |
| Admin fee / account holder | $3,073 | $5,421-43.3% | $9,244-66.8% | $4,645-33.8% |