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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 | $44,817 | $114,093-60.7% | $96,171-53.4% | $167,536-73.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.41% | 190.00%-172.6pp | 192.04%-174.6pp | 478.82%-461.4pp |
| Employer contribution / active EE | $8,692 | $3,429+153.4% | $2,799+210.5% | $4,839+79.6% |
| Participant deferral / active EE | $3,171 | $5,197-39.0% | $4,350-27.1% | $6,342-50.0% |
| Admin fee / account holder | $7,039 | $6,899+2.0% | $5,538+27.1% | $12,315-42.8% |