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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 | $49,338 | $104,251-52.7% | $91,004-45.8% | $147,586-66.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 160.18% | 27.06%+133.1pp | 4.60%+155.6pp | 578.59%-418.4pp |
| Employer contribution / active EE | $8,779 | $3,116+181.8% | $2,456+257.5% | $4,876+80.0% |
| Participant deferral / active EE | $5,968 | $4,195+42.3% | $3,548+68.2% | $5,439+9.7% |
| Admin fee / account holder | $567 | $8,948-93.7% | $5,417-89.5% | $10,886-94.8% |