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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 | $25,248 | $102,595-75.4% | $94,057-73.2% | $154,746-83.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 124.63% | 583.42%-458.8pp | 480.62%-356.0pp | 172.34%-47.7pp |
| Employer contribution / active EE | $6,880 | $3,147+118.6% | $2,933+134.6% | $4,379+57.1% |
| Participant deferral / active EE | $10,523 | $5,118+105.6% | $4,709+123.5% | $6,730+56.4% |
| Admin fee / account holder | $1,825 | $7,736-76.4% | $7,244-74.8% | $14,365-87.3% |