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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 | $66,279 | $106,008-37.5% | $92,240-28.1% | $147,586-55.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.27% | 50.05%-32.8pp | 176.29%-159.0pp | 578.59%-561.3pp |
| Employer contribution / active EE | $24,374 | $4,333+462.5% | $3,680+562.4% | $4,876+399.8% |
| Participant deferral / active EE | $3,337 | $4,478-25.5% | $3,897-14.4% | $5,439-38.6% |
| Admin fee / account holder | $3,284 | $6,333-48.1% | $5,194-36.8% | $10,886-69.8% |