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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 | $25,566 | $106,005-75.9% | $92,239-72.3% | $147,585-82.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.91% | 50.05%-35.1pp | 176.29%-161.4pp | 578.58%-563.7pp |
| Employer contribution / active EE | $7,228 | $4,333+66.8% | $3,680+96.4% | $4,876+48.2% |
| Participant deferral / active EE | $1,271 | $4,478-71.6% | $3,897-67.4% | $5,439-76.6% |
| Admin fee / account holder | $8,052 | $6,333+27.2% | $5,194+55.0% | $10,886-26.0% |