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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 | $28,003 | $106,008-73.6% | $92,240-69.6% | $147,586-81.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.55% | 50.05%-25.5pp | 176.29%-151.7pp | 578.59%-554.0pp |
| Employer contribution / active EE | $2,899 | $4,333-33.1% | $3,680-21.2% | $4,876-40.6% |
| Participant deferral / active EE | $8,851 | $4,478+97.6% | $3,897+127.1% | $5,439+62.7% |
| Admin fee / account holder | $1,000 | $6,333-84.2% | $5,194-80.7% | $10,886-90.8% |