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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 | $56,004 | $111,878-49.9% | $93,727-40.2% | $145,897-61.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.24% | 204.28%-191.0pp | 133.83%-120.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $8,994 | $3,092+190.9% | $2,421+271.5% | $4,663+92.9% |
| Participant deferral / active EE | $4,214 | $4,920-14.4% | $4,417-4.6% | $6,689-37.0% |
| Admin fee / account holder | $1,537 | $10,256-85.0% | $8,292-81.5% | $13,390-88.5% |