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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 | $79,364 | $106,008-25.1% | $92,240-14.0% | $147,586-46.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.36% | 50.05%-31.7pp | 176.29%-157.9pp | 578.59%-560.2pp |
| Employer contribution / active EE | $3,088 | $4,333-28.7% | $3,680-16.1% | $4,876-36.7% |
| Participant deferral / active EE | $14,029 | $4,478+213.3% | $3,897+260.0% | $5,439+157.9% |
| Admin fee / account holder | $325 | $6,333-94.9% | $5,194-93.7% | $10,886-97.0% |