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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 | $46,639 | $58,391-20.1% | $76,657-39.2% | $72,975-36.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 145.25% | 2306.65%-2161.4pp | 1166.74%-1021.5pp | 81.01%+64.2pp |
| Employer contribution / active EE | $1,918 | $1,787+7.4% | $2,303-16.7% | $2,440-21.4% |
| Participant deferral / active EE | $3,621 | $2,690+34.6% | $3,335+8.6% | $3,608+0.4% |
| Admin fee / account holder | $518 | $4,014-87.1% | $6,423-91.9% | $5,124-89.9% |