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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 | $69,521 | $106,005-34.4% | $92,239-24.6% | $147,585-52.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.63% | 50.05%-34.4pp | 176.29%-160.7pp | 578.58%-563.0pp |
| Employer contribution / active EE | $2,603 | $4,333-39.9% | $3,680-29.3% | $4,876-46.6% |
| Participant deferral / active EE | $1,367 | $4,478-69.5% | $3,897-64.9% | $5,439-74.9% |
| Admin fee / account holder | $11,170 | $6,333+76.4% | $5,194+115.1% | $10,886+2.6% |