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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 | $93,559 | $106,008-11.7% | $92,240+1.4% | $147,586-36.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.62% | 50.05%-35.4pp | 176.29%-161.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $9,000 | $4,333+107.7% | $3,680+144.6% | $4,876+84.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,136 | $6,333-18.9% | $5,194-1.1% | $10,886-52.8% |