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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 | $29,034 | $69,541-58.2% | $59,899-51.5% | $135,380-78.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 149.05% | 7.95%+141.1pp | 3.46%+145.6pp | 519.81%-370.8pp |
| Employer contribution / active EE | $4,339 | $3,236+34.1% | $2,723+59.4% | $4,779-9.2% |
| Participant deferral / active EE | $4,081 | $4,206-3.0% | $3,402+20.0% | $5,609-27.2% |
| Admin fee / account holder | $1,992 | $5,737-65.3% | $3,592-44.5% | $10,828-81.6% |