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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 | $29,005 | $106,008-72.6% | $92,240-68.6% | $147,586-80.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.49% | 50.05%-26.6pp | 176.29%-152.8pp | 578.59%-555.1pp |
| Employer contribution / active EE | $2,164 | $4,333-50.1% | $3,680-41.2% | $4,876-55.6% |
| Participant deferral / active EE | $5,655 | $4,478+26.3% | $3,897+45.1% | $5,439+4.0% |
| Admin fee / account holder | $343 | $6,333-94.6% | $5,194-93.4% | $10,886-96.8% |