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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 | $39,601 | $114,047-65.3% | $96,144-58.8% | $167,497-76.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 20.65% | 189.89%-169.2pp | 191.96%-171.3pp | 478.62%-458.0pp |
| Employer contribution / active EE | $4,632 | $3,427+35.2% | $2,797+65.6% | $4,838-4.2% |
| Participant deferral / active EE | $11,775 | $5,194+126.7% | $4,349+170.7% | $6,341+85.7% |
| Admin fee / account holder | $9,462 | $6,897+37.2% | $5,537+70.9% | $12,310-23.1% |