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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 | $72,954 | $184,000-60.4% | $162,185-55.0% | $152,909-52.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 76.45% | 150.80%-74.3pp | 115.61%-39.2pp | 345.46%-269.0pp |
| Employer contribution / active EE | $1,982 | $6,370-68.9% | $5,613-64.7% | $4,764-58.4% |
| Participant deferral / active EE | $5,107 | $8,033-36.4% | $7,297-30.0% | $5,851-12.7% |
| Admin fee / account holder | $74,819 | $13,124+470.1% | $10,844+590.0% | $11,601+545.0% |