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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 | $82,314 | $106,008-22.4% | $92,240-10.8% | $147,586-44.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.59% | 50.05%-38.5pp | 176.29%-164.7pp | 578.59%-567.0pp |
| Employer contribution / active EE | $6,429 | $4,333+48.3% | $3,680+74.7% | $4,876+31.8% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $426 | $6,333-93.3% | $5,194-91.8% | $10,886-96.1% |