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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 | $38,007 | $102,382-62.9% | $147,005-74.1% | $80,874-53.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 63.14% | 134.89%-71.8pp | 418.76%-355.6pp | 35.62%+27.5pp |
| Employer contribution / active EE | $5,498 | $3,715+48.0% | $4,934+11.4% | $2,756+99.5% |
| Participant deferral / active EE | $11,414 | $6,646+71.7% | $8,070+41.4% | $4,297+165.6% |
| Admin fee / account holder | $3,773 | $7,942-52.5% | $13,006-71.0% | $6,935-45.6% |