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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 | $58,808 | $106,008-44.5% | $92,240-36.2% | $147,586-60.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.40% | 50.05%-32.7pp | 176.29%-158.9pp | 578.59%-561.2pp |
| Employer contribution / active EE | $6,166 | $4,333+42.3% | $3,680+67.6% | $4,876+26.4% |
| Participant deferral / active EE | $4,541 | $4,478+1.4% | $3,897+16.5% | $5,439-16.5% |
| Admin fee / account holder | $2,383 | $6,333-62.4% | $5,194-54.1% | $10,886-78.1% |