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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 | $44,064 | $217,432-79.7% | $185,849-76.3% | $167,536-73.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 46.06% | 148.42%-102.4pp | 122.10%-76.0pp | 478.82%-432.8pp |
| Employer contribution / active EE | $14,366 | $5,875+144.5% | $5,169+178.0% | $4,839+196.9% |
| Participant deferral / active EE | $10,516 | $6,357+65.4% | $5,569+88.8% | $6,342+65.8% |
| Admin fee / account holder | $647 | $19,818-96.7% | $16,244-96.0% | $12,315-94.7% |