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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 | $38,872 | $99,079-60.8% | $78,002-50.2% | $273,972-85.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.87% | 217.93%-211.1pp | 425.99%-419.1pp | 41.46%-34.6pp |
| Employer contribution / active EE | $11,824 | $3,308+257.5% | $2,470+378.7% | $4,869+142.9% |
| Participant deferral / active EE | $6,169 | $4,306+43.3% | $3,497+76.4% | $5,287+16.7% |
| Admin fee / account holder | $10,464 | $8,954+16.9% | $5,481+90.9% | $10,133+3.3% |