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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 | $31,185 | $114,073-72.7% | $96,161-67.6% | $167,518-81.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.54% | 189.95%-178.4pp | 192.01%-180.5pp | 478.71%-467.2pp |
| Employer contribution / active EE | $4,193 | $3,428+22.3% | $2,798+49.8% | $4,838-13.3% |
| Participant deferral / active EE | $9,914 | $5,195+90.8% | $4,349+127.9% | $6,342+56.3% |
| Admin fee / account holder | $18,183 | $6,899+163.6% | $5,538+228.3% | $12,312+47.7% |