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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 | $59,024 | $150,435-60.8% | $120,580-51.1% | $145,897-59.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 17.49% | 154.60%-137.1pp | 107.48%-90.0pp | 552.29%-534.8pp |
| Employer contribution / active EE | $13,614 | $4,352+212.8% | $3,469+292.4% | $4,663+192.0% |
| Participant deferral / active EE | $6,694 | $6,174+8.4% | $4,995+34.0% | $6,689+0.1% |
| Admin fee / account holder | $1,294 | $12,182-89.4% | $9,418-86.3% | $13,390-90.3% |