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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 | $21,957 | $106,008-79.3% | $92,240-76.2% | $147,586-85.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.07% | 50.05%-30.0pp | 176.29%-156.2pp | 578.59%-558.5pp |
| Employer contribution / active EE | $6,300 | $4,333+45.4% | $3,680+71.2% | $4,876+29.2% |
| Participant deferral / active EE | $6,154 | $4,478+37.4% | $3,897+57.9% | $5,439+13.1% |
| Admin fee / account holder | $661 | $6,333-89.6% | $5,194-87.3% | $10,886-93.9% |