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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 | $70,860 | $106,008-33.2% | $92,240-23.2% | $147,586-52.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.91% | 50.05%-36.1pp | 176.29%-162.4pp | 578.59%-564.7pp |
| Employer contribution / active EE | $3,522 | $4,333-18.7% | $3,680-4.3% | $4,876-27.8% |
| Participant deferral / active EE | $8,205 | $4,478+83.2% | $3,897+110.5% | $5,439+50.9% |
| Admin fee / account holder | $44,854 | $6,333+608.3% | $5,194+763.6% | $10,886+312.0% |