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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 | $75,577 | $106,008-28.7% | $92,240-18.1% | $147,586-48.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.83% | 50.05%-26.2pp | 176.29%-152.5pp | 578.59%-554.8pp |
| Employer contribution / active EE | $25,944 | $4,333+498.7% | $3,680+605.1% | $4,876+432.0% |
| Participant deferral / active EE | $1,759 | $4,478-60.7% | $3,897-54.9% | $5,439-67.7% |
| Admin fee / account holder | $1,163 | $6,333-81.6% | $5,194-77.6% | $10,886-89.3% |