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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 | $51,661 | $114,093-54.7% | $96,171-46.3% | $167,536-69.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.26% | 190.00%-175.7pp | 192.04%-177.8pp | 478.82%-464.6pp |
| Employer contribution / active EE | $4,935 | $3,429+43.9% | $2,799+76.3% | $4,839+2.0% |
| Participant deferral / active EE | $4,591 | $5,197-11.6% | $4,350+5.5% | $6,342-27.6% |
| Admin fee / account holder | $2,248 | $6,899-67.4% | $5,538-59.4% | $12,315-81.7% |