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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 | $41,347 | $96,691-57.2% | $86,656-52.3% | $139,487-70.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.70% | 106.87%-86.2pp | 593.09%-572.4pp | 373.84%-353.1pp |
| Employer contribution / active EE | $10,229 | $3,267+213.1% | $3,025+238.1% | $4,755+115.1% |
| Participant deferral / active EE | $22,335 | $4,838+361.7% | $4,439+403.1% | $6,713+232.7% |
| Admin fee / account holder | $8,542 | $6,414+33.2% | $5,619+52.0% | $11,407-25.1% |