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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 | $52,263 | $73,546-28.9% | $63,018-17.1% | $147,586-64.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 51.21% | 175.56%-124.3pp | 87.62%-36.4pp | 578.59%-527.4pp |
| Employer contribution / active EE | $21,511 | $3,324+547.2% | $2,761+679.2% | $4,876+341.1% |
| Participant deferral / active EE | $18,000 | $4,185+330.2% | $3,330+440.6% | $5,439+231.0% |
| Admin fee / account holder | $1,540 | $5,956-74.1% | $3,601-57.2% | $10,886-85.9% |