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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 | $34,772 | $106,003-67.2% | $92,236-62.3% | $147,585-76.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.50% | 50.05%-34.5pp | 176.29%-160.8pp | 578.57%-563.1pp |
| Employer contribution / active EE | $7,966 | $4,333+83.8% | $3,679+116.5% | $4,876+63.4% |
| Participant deferral / active EE | $5,879 | $4,478+31.3% | $3,897+50.9% | $5,439+8.1% |
| Admin fee / account holder | $371 | $6,333-94.1% | $5,194-92.9% | $10,885-96.6% |