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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 | $42,959 | $106,008-59.5% | $92,240-53.4% | $147,586-70.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.35% | 50.05%-33.7pp | 176.29%-159.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $8,961 | $4,333+106.8% | $3,680+143.5% | $4,876+83.8% |
| Participant deferral / active EE | $5,546 | $4,478+23.8% | $3,897+42.3% | $5,439+2.0% |
| Admin fee / account holder | $2,019 | $6,333-68.1% | $5,194-61.1% | $10,886-81.4% |