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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 | $40,770 | $106,008-61.5% | $92,240-55.8% | $147,586-72.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.78% | 50.05%-34.3pp | 176.29%-160.5pp | 578.59%-562.8pp |
| Employer contribution / active EE | $10,512 | $4,333+142.6% | $3,680+185.7% | $4,876+115.6% |
| Participant deferral / active EE | $5,198 | $4,478+16.1% | $3,897+33.4% | $5,439-4.4% |
| Admin fee / account holder | $652 | $6,333-89.7% | $5,194-87.5% | $10,886-94.0% |