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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 | $63,245 | $106,008-40.3% | $92,240-31.4% | $147,586-57.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.51% | 50.05%-34.5pp | 176.29%-160.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $20,746 | $4,333+378.8% | $3,680+463.8% | $4,876+325.4% |
| Participant deferral / active EE | $9,540 | $4,478+113.0% | $3,897+144.8% | $5,439+75.4% |
| Admin fee / account holder | $397 | $6,333-93.7% | $5,194-92.4% | $10,886-96.4% |