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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 | $56,538 | $99,079-42.9% | $78,002-27.5% | $273,972-79.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.79% | 217.93%-210.1pp | 425.99%-418.2pp | 41.46%-33.7pp |
| Employer contribution / active EE | $5,728 | $3,308+73.2% | $2,470+131.9% | $4,869+17.6% |
| Participant deferral / active EE | $3,793 | $4,306-11.9% | $3,497+8.5% | $5,287-28.3% |
| Admin fee / account holder | $7,142 | $8,954-20.2% | $5,481+30.3% | $10,133-29.5% |