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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 | $90,083 | $106,005-15.0% | $92,239-2.3% | $147,585-39.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 35.26% | 50.05%-14.8pp | 176.29%-141.0pp | 578.58%-543.3pp |
| Employer contribution / active EE | $10,353 | $4,333+138.9% | $3,680+181.4% | $4,876+112.3% |
| Participant deferral / active EE | $6,799 | $4,478+51.8% | $3,897+74.5% | $5,439+25.0% |
| Admin fee / account holder | $438 | $6,333-93.1% | $5,194-91.6% | $10,886-96.0% |