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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 | $41,232 | $102,393-59.7% | $147,041-72.0% | $80,911-49.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 24.21% | 134.95%-110.7pp | 419.21%-395.0pp | 35.63%-11.4pp |
| Employer contribution / active EE | $9,719 | $3,715+161.6% | $4,935+96.9% | $2,756+252.7% |
| Participant deferral / active EE | $6,697 | $6,647+0.8% | $8,071-17.0% | $4,297+55.9% |
| Admin fee / account holder | $2,056 | $7,943-74.1% | $13,006-84.2% | $6,935-70.3% |