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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 | $33,440 | $175,257-80.9% | $149,717-77.7% | $139,456-76.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 56.53% | 166.70%-110.2pp | 134.41%-77.9pp | 373.45%-316.9pp |
| Employer contribution / active EE | $3,302 | $5,477-39.7% | $4,820-31.5% | $4,753-30.5% |
| Participant deferral / active EE | $4,204 | $6,521-35.5% | $5,682-26.0% | $6,711-37.4% |
| Admin fee / account holder | $62,543 | $16,156+287.1% | $13,213+373.4% | $11,407+448.3% |