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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 | $47,609 | $106,008-55.1% | $92,240-48.4% | $147,586-67.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.69% | 50.05%-35.4pp | 176.29%-161.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $9,820 | $4,333+126.6% | $3,680+166.9% | $4,876+101.4% |
| Participant deferral / active EE | $5,356 | $4,478+19.6% | $3,897+37.5% | $5,439-1.5% |
| Admin fee / account holder | $318 | $6,333-95.0% | $5,194-93.9% | $10,886-97.1% |