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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 | $60,617 | $96,643-37.3% | $86,617-30.0% | $139,456-56.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.36% | 106.57%-94.2pp | 591.91%-579.6pp | 373.45%-361.1pp |
| Employer contribution / active EE | $7,917 | $3,264+142.5% | $3,023+161.9% | $4,753+66.6% |
| Participant deferral / active EE | $19,511 | $4,835+303.5% | $4,437+339.7% | $6,711+190.7% |
| Admin fee / account holder | $39,132 | $6,406+510.9% | $5,613+597.2% | $11,407+243.1% |