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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 | $80,804 | $106,008-23.8% | $92,240-12.4% | $147,586-45.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.71% | 50.05%-33.3pp | 176.29%-159.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $7,500 | $4,333+73.1% | $3,680+103.8% | $4,876+53.8% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $423 | $6,333-93.3% | $5,194-91.9% | $10,886-96.1% |