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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 | $105,504 | $96,691+9.1% | $86,656+21.8% | $139,487-24.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.80% | 106.87%-86.1pp | 593.09%-572.3pp | 373.84%-353.0pp |
| Employer contribution / active EE | $9,583 | $3,267+193.3% | $3,025+216.7% | $4,755+101.5% |
| Participant deferral / active EE | $22,083 | $4,838+356.5% | $4,439+397.5% | $6,713+229.0% |
| Admin fee / account holder | $428 | $6,414-93.3% | $5,619-92.4% | $11,407-96.2% |