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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 | $30,187 | $114,093-73.5% | $96,171-68.6% | $167,536-82.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.70% | 190.00%-172.3pp | 192.04%-174.3pp | 478.82%-461.1pp |
| Employer contribution / active EE | $6,403 | $3,429+86.7% | $2,799+128.8% | $4,839+32.3% |
| Participant deferral / active EE | $1,697 | $5,197-67.3% | $4,350-61.0% | $6,342-73.2% |
| Admin fee / account holder | $350 | $6,899-94.9% | $5,538-93.7% | $12,315-97.2% |