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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 | $55,844 | $99,079-43.6% | $78,002-28.4% | $273,972-79.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 93.84% | 217.93%-124.1pp | 425.99%-332.1pp | 41.46%+52.4pp |
| Employer contribution / active EE | $6,794 | $3,308+105.4% | $2,470+175.1% | $4,869+39.5% |
| Participant deferral / active EE | $7,021 | $4,306+63.0% | $3,497+100.8% | $5,287+32.8% |
| Admin fee / account holder | $1,309 | $8,954-85.4% | $5,481-76.1% | $10,133-87.1% |