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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 | $71,850 | $106,003-32.2% | $92,236-22.1% | $147,585-51.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.27% | 50.05%-33.8pp | 176.29%-160.0pp | 578.57%-562.3pp |
| Employer contribution / active EE | $9,880 | $4,333+128.0% | $3,679+168.5% | $4,876+102.6% |
| Participant deferral / active EE | $4,347 | $4,478-2.9% | $3,897+11.5% | $5,439-20.1% |
| Admin fee / account holder | $18,065 | $6,333+185.3% | $5,194+247.8% | $10,885+66.0% |