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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 | $40,114 | $106,008-62.2% | $92,240-56.5% | $147,586-72.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.73% | 50.05%-38.3pp | 176.29%-164.6pp | 578.59%-566.9pp |
| Employer contribution / active EE | $5,556 | $4,333+28.2% | $3,680+51.0% | $4,876+13.9% |
| Participant deferral / active EE | $7,542 | $4,478+68.4% | $3,897+93.5% | $5,439+38.7% |
| Admin fee / account holder | $4,925 | $6,333-22.2% | $5,194-5.2% | $10,886-54.8% |