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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 | $53,797 | $106,001-49.2% | $92,235-41.7% | $147,585-63.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 47.62% | 50.05%-2.4pp | 176.28%-128.7pp | 578.56%-530.9pp |
| Employer contribution / active EE | $15,663 | $4,333+261.5% | $3,679+325.7% | $4,876+221.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,017 | $6,332-5.0% | $5,194+15.9% | $10,885-44.7% |