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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 | $17,408 | $106,008-83.6% | $92,240-81.1% | $147,586-88.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.56% | 50.05%-26.5pp | 176.29%-152.7pp | 578.59%-555.0pp |
| Employer contribution / active EE | $2,878 | $4,333-33.6% | $3,680-21.8% | $4,876-41.0% |
| Participant deferral / active EE | $5,876 | $4,478+31.2% | $3,897+50.8% | $5,439+8.0% |
| Admin fee / account holder | $342 | $6,333-94.6% | $5,194-93.4% | $10,886-96.9% |