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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 | $16,092 | $96,678-83.4% | $86,640-81.4% | $139,466-88.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 80.97% | 106.69%-25.7pp | 592.52%-511.6pp | 373.66%-292.7pp |
| Employer contribution / active EE | $5,278 | $3,265+61.6% | $3,024+74.5% | $4,754+11.0% |
| Participant deferral / active EE | $6,281 | $4,837+29.9% | $4,438+41.5% | $6,712-6.4% |
| Admin fee / account holder | $2,065 | $6,410-67.8% | $5,616-63.2% | $11,409-81.9% |