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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 | $102,429-55.1% | $147,096-68.7% | $80,925-43.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 134.36% | 135.02%-0.7pp | 419.75%-285.4pp | 35.65%+98.7pp |
| Employer contribution / active EE | $4,404 | $3,716+18.5% | $4,936-10.8% | $2,756+59.8% |
| Participant deferral / active EE | $10,194 | $6,649+53.3% | $8,071+26.3% | $4,299+137.1% |
| Admin fee / account holder | $1,126 | $7,957-85.8% | $13,005-91.3% | $6,940-83.8% |