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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 | $55,397 | $111,785-50.4% | $93,669-40.9% | $145,877-62.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.25% | 203.79%-189.5pp | 133.59%-119.3pp | 551.28%-537.0pp |
| Employer contribution / active EE | $5,391 | $3,096+74.1% | $2,424+122.4% | $4,663+15.6% |
| Participant deferral / active EE | $6,868 | $4,919+39.6% | $4,416+55.5% | $6,691+2.6% |
| Admin fee / account holder | $311 | $10,256-97.0% | $8,291-96.3% | $13,402-97.7% |