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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 | $83,376 | $106,008-21.3% | $92,240-9.6% | $147,586-43.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.48% | 50.05%-36.6pp | 176.29%-162.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $11,043 | $4,333+154.8% | $3,680+200.1% | $4,876+126.5% |
| Participant deferral / active EE | $4,611 | $4,478+3.0% | $3,897+18.3% | $5,439-15.2% |
| Admin fee / account holder | $17,999 | $6,333+184.2% | $5,194+246.5% | $10,886+65.3% |