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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 | $79,950 | $155,833-48.7% | $124,693-35.9% | $167,536-52.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.68% | 17.98%-3.3pp | 5144.19%-5129.5pp | 478.82%-464.1pp |
| Employer contribution / active EE | $12,946 | $4,164+210.9% | $3,324+289.4% | $4,839+167.5% |
| Participant deferral / active EE | $15,063 | $5,675+165.4% | $4,615+226.4% | $6,342+137.5% |
| Admin fee / account holder | $5,607 | $9,534-41.2% | $7,494-25.2% | $12,315-54.5% |