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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 | $69,183 | $138,076-49.9% | $123,553-44.0% | $135,380-48.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.94% | 153.70%-151.8pp | 119.21%-117.3pp | 519.81%-517.9pp |
| Employer contribution / active EE | $12,133 | $5,152+135.5% | $4,628+162.2% | $4,779+153.9% |
| Participant deferral / active EE | $10,963 | $6,800+61.2% | $6,426+70.6% | $5,609+95.5% |
| Admin fee / account holder | $27,469 | $10,917+151.6% | $9,284+195.9% | $10,828+153.7% |