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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 | $32,975 | $102,382-67.8% | $147,005-77.6% | $80,874-59.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 83.23% | 134.89%-51.7pp | 418.76%-335.5pp | 35.62%+47.6pp |
| Employer contribution / active EE | $4,456 | $3,715+20.0% | $4,934-9.7% | $2,756+61.7% |
| Participant deferral / active EE | $3,517 | $6,646-47.1% | $8,070-56.4% | $4,297-18.1% |
| Admin fee / account holder | $513 | $7,942-93.5% | $13,006-96.1% | $6,935-92.6% |