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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 | $85,905 | $106,008-19.0% | $92,240-6.9% | $147,586-41.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.67% | 50.05%-38.4pp | 176.29%-164.6pp | 578.59%-566.9pp |
| Employer contribution / active EE | $7,911 | $4,333+82.5% | $3,680+115.0% | $4,876+62.2% |
| Participant deferral / active EE | $7,114 | $4,478+58.9% | $3,897+82.6% | $5,439+30.8% |
| Admin fee / account holder | $481 | $6,333-92.4% | $5,194-90.7% | $10,886-95.6% |