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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 | $86,771 | $102,663-15.5% | $86,216+0.6% | $139,466-37.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 33.29% | 1924.52%-1891.2pp | 1169.42%-1136.1pp | 373.66%-340.4pp |
| Employer contribution / active EE | $7,754 | $3,035+155.5% | $2,382+225.6% | $4,754+63.1% |
| Participant deferral / active EE | $6,649 | $4,677+42.1% | $3,986+66.8% | $6,712-0.9% |
| Admin fee / account holder | $357 | $8,663-95.9% | $6,853-94.8% | $11,409-96.9% |