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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 | $109,557 | $96,678+13.3% | $86,640+26.5% | $139,466-21.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.63% | 106.69%-88.1pp | 592.52%-573.9pp | 373.66%-355.0pp |
| Employer contribution / active EE | $17,235 | $3,265+427.8% | $3,024+469.9% | $4,754+262.5% |
| Participant deferral / active EE | $9,963 | $4,837+106.0% | $4,438+124.5% | $6,712+48.4% |
| Admin fee / account holder | $3,601 | $6,410-43.8% | $5,616-35.9% | $11,409-68.4% |