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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 | $23,113 | $175,259-86.8% | $149,723-84.6% | $139,487-83.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 101.92% | 166.82%-64.9pp | 134.50%-32.6pp | 373.84%-271.9pp |
| Employer contribution / active EE | $7,374 | $5,478+34.6% | $4,821+53.0% | $4,755+55.1% |
| Participant deferral / active EE | $11,342 | $6,522+73.9% | $5,682+99.6% | $6,713+69.0% |
| Admin fee / account holder | $1,248 | $16,158-92.3% | $13,215-90.6% | $11,407-89.1% |