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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 | $63,432 | $106,008-40.2% | $92,240-31.2% | $147,586-57.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.33% | 50.05%-30.7pp | 176.29%-157.0pp | 578.59%-559.3pp |
| Employer contribution / active EE | $7,174 | $4,333+65.6% | $3,680+95.0% | $4,876+47.1% |
| Participant deferral / active EE | $9,446 | $4,478+110.9% | $3,897+142.4% | $5,439+73.7% |
| Admin fee / account holder | $3,678 | $6,333-41.9% | $5,194-29.2% | $10,886-66.2% |