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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 | $93,866 | $96,678-2.9% | $86,640+8.3% | $139,466-32.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.16% | 106.69%-84.5pp | 592.52%-570.4pp | 373.66%-351.5pp |
| Employer contribution / active EE | $28,179 | $3,265+762.9% | $3,024+831.7% | $4,754+492.8% |
| Participant deferral / active EE | $30,000 | $4,837+520.3% | $4,438+575.9% | $6,712+347.0% |
| Admin fee / account holder | $1,319 | $6,410-79.4% | $5,616-76.5% | $11,409-88.4% |