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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 | $34,302 | $106,008-67.6% | $92,240-62.8% | $147,586-76.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 284.77% | 50.05%+234.7pp | 176.29%+108.5pp | 578.59%-293.8pp |
| Employer contribution / active EE | $10,092 | $4,333+132.9% | $3,680+174.3% | $4,876+107.0% |
| Participant deferral / active EE | $3,754 | $4,478-16.2% | $3,897-3.7% | $5,439-31.0% |
| Admin fee / account holder | $588 | $6,333-90.7% | $5,194-88.7% | $10,886-94.6% |