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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 | $65,898 | $96,678-31.8% | $86,640-23.9% | $139,466-52.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.61% | 106.69%-89.1pp | 592.52%-574.9pp | 373.66%-356.1pp |
| Employer contribution / active EE | $9,415 | $3,265+188.3% | $3,024+211.3% | $4,754+98.0% |
| Participant deferral / active EE | $9,415 | $4,837+94.7% | $4,438+112.1% | $6,712+40.3% |
| Admin fee / account holder | $1,132 | $6,410-82.3% | $5,616-79.8% | $11,409-90.1% |