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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 | $24,795 | $106,008-76.6% | $92,240-73.1% | $147,586-83.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.52% | 50.05%-35.5pp | 176.29%-161.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $7,193 | $4,333+66.0% | $3,680+95.5% | $4,876+47.5% |
| Participant deferral / active EE | $3,820 | $4,478-14.7% | $3,897-2.0% | $5,439-29.8% |
| Admin fee / account holder | $423 | $6,333-93.3% | $5,194-91.8% | $10,886-96.1% |