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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 | $59,095 | $106,008-44.3% | $92,240-35.9% | $147,586-60.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.47% | 50.05%-29.6pp | 176.29%-155.8pp | 578.59%-558.1pp |
| Employer contribution / active EE | $2,266 | $4,333-47.7% | $3,680-38.4% | $4,876-53.5% |
| Participant deferral / active EE | $3,291 | $4,478-26.5% | $3,897-15.5% | $5,439-39.5% |
| Admin fee / account holder | $5,037 | $6,333-20.5% | $5,194-3.0% | $10,886-53.7% |