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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 | $40,997 | $96,691-57.6% | $86,656-52.7% | $139,487-70.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.88% | 106.87%-84.0pp | 593.09%-570.2pp | 373.84%-351.0pp |
| Employer contribution / active EE | $7,848 | $3,267+140.2% | $3,025+159.4% | $4,755+65.1% |
| Participant deferral / active EE | $6,177 | $4,838+27.7% | $4,439+39.2% | $6,713-8.0% |
| Admin fee / account holder | $12,672 | $6,414+97.6% | $5,619+125.5% | $11,407+11.1% |