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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 | $52,170 | $57,305-9.0% | $86,640-39.8% | $75,173-30.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 23.28% | 2674.24%-2651.0pp | 592.52%-569.2pp | 160.72%-137.4pp |
| Employer contribution / active EE | $2,925 | $2,316+26.3% | $3,024-3.3% | $2,671+9.5% |
| Participant deferral / active EE | $1,721 | $3,320-48.2% | $4,438-61.2% | $4,126-58.3% |
| Admin fee / account holder | $8,331 | $4,116+102.4% | $5,616+48.4% | $5,651+47.4% |