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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 | $52,857 | $106,005-50.1% | $92,239-42.7% | $147,585-64.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.96% | 50.05%-35.1pp | 176.29%-161.3pp | 578.58%-563.6pp |
| Employer contribution / active EE | $5,785 | $4,333+33.5% | $3,680+57.2% | $4,876+18.6% |
| Participant deferral / active EE | $6,454 | $4,478+44.1% | $3,897+65.6% | $5,439+18.7% |
| Admin fee / account holder | $6,614 | $6,333+4.4% | $5,194+27.3% | $10,886-39.2% |