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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 | $33,746 | $106,008-68.2% | $92,240-63.4% | $147,586-77.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.91% | 50.05%-35.1pp | 176.29%-161.4pp | 578.59%-563.7pp |
| Employer contribution / active EE | $5,857 | $4,333+35.2% | $3,680+59.2% | $4,876+20.1% |
| Participant deferral / active EE | $3,785 | $4,478-15.5% | $3,897-2.9% | $5,439-30.4% |
| Admin fee / account holder | $1,973 | $6,333-68.8% | $5,194-62.0% | $10,886-81.9% |