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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 | $76,106 | $96,691-21.3% | $86,656-12.2% | $139,487-45.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.21% | 106.87%-93.7pp | 593.09%-579.9pp | 373.84%-360.6pp |
| Employer contribution / active EE | $1,415 | $3,267-56.7% | $3,025-53.2% | $4,755-70.2% |
| Participant deferral / active EE | $11,464 | $4,838+137.0% | $4,439+158.2% | $6,713+70.8% |
| Admin fee / account holder | $65,100 | $6,414+914.9% | $5,619+1058.6% | $11,407+470.7% |