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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 | $55,499 | $114,093-51.4% | $96,171-42.3% | $167,536-66.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.22% | 190.00%-177.8pp | 192.04%-179.8pp | 478.82%-466.6pp |
| Employer contribution / active EE | $10,515 | $3,429+206.6% | $2,799+275.7% | $4,839+117.3% |
| Participant deferral / active EE | $4,645 | $5,197-10.6% | $4,350+6.8% | $6,342-26.8% |
| Admin fee / account holder | $2,778 | $6,899-59.7% | $5,538-49.8% | $12,315-77.4% |