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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 | $96,537 | $106,008-8.9% | $92,240+4.7% | $147,586-34.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.86% | 50.05%-40.2pp | 176.29%-166.4pp | 578.59%-568.7pp |
| Employer contribution / active EE | $8,500 | $4,333+96.2% | $3,680+131.0% | $4,876+74.3% |
| Participant deferral / active EE | $10,489 | $4,478+134.2% | $3,897+169.2% | $5,439+92.9% |
| Admin fee / account holder | $2,477 | $6,333-60.9% | $5,194-52.3% | $10,886-77.2% |