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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 | $49,984 | $70,121-28.7% | $63,803-21.7% | $138,895-64.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 153.86% | 946.48%-792.6pp | 543.72%-389.9pp | 145.39%+8.5pp |
| Employer contribution / active EE | $3,362 | $2,882+16.7% | $2,532+32.8% | $4,194-19.8% |
| Participant deferral / active EE | $6,427 | $4,535+41.7% | $3,843+67.2% | $6,396+0.5% |
| Admin fee / account holder | $1,019 | $6,738-84.9% | $5,196-80.4% | $12,562-91.9% |