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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 | $60,144 | $114,093-47.3% | $96,171-37.5% | $167,536-64.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.45% | 190.00%-177.5pp | 192.04%-179.6pp | 478.82%-466.4pp |
| Employer contribution / active EE | $1,693 | $3,429-50.6% | $2,799-39.5% | $4,839-65.0% |
| Participant deferral / active EE | $12,999 | $5,197+150.1% | $4,350+198.8% | $6,342+105.0% |
| Admin fee / account holder | $12,206 | $6,899+76.9% | $5,538+120.4% | $12,315-0.9% |