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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 | $58,996 | $82,288-28.3% | $68,794-14.2% | $134,509-56.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 99.03% | -2.19%+101.2pp | -6.37%+105.4pp | 418.13%-319.1pp |
| Employer contribution / active EE | $3,763 | $3,301+14.0% | $2,656+41.7% | $4,741-20.6% |
| Participant deferral / active EE | $6,306 | $4,738+33.1% | $3,941+60.0% | $6,400-1.5% |
| Admin fee / account holder | $13,819 | $6,482+113.2% | $4,934+180.0% | $11,427+20.9% |