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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 | $46,016 | $102,422-55.1% | $147,117-68.7% | $80,959-43.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 134.36% | 135.16%-0.8pp | 420.54%-286.2pp | 35.67%+98.7pp |
| Employer contribution / active EE | $4,404 | $3,717+18.5% | $4,932-10.7% | $2,757+59.7% |
| Participant deferral / active EE | $10,194 | $6,652+53.2% | $8,065+26.4% | $4,300+137.0% |
| Admin fee / account holder | $1,126 | $7,953-85.8% | $12,993-91.3% | $6,925-83.7% |