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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 | $61,298 | $114,130-46.3% | $96,192-36.3% | $167,553-63.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 9.82% | 190.07%-180.2pp | 192.09%-182.3pp | 478.89%-469.1pp |
| Employer contribution / active EE | $3,566 | $3,431+3.9% | $2,799+27.4% | $4,840-26.3% |
| Participant deferral / active EE | $7,778 | $5,198+49.6% | $4,351+78.8% | $6,343+22.6% |
| Admin fee / account holder | $7,605 | $6,901+10.2% | $5,539+37.3% | $12,316-38.3% |