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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 | $21,715 | $175,259-87.6% | $149,723-85.5% | $139,487-84.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 55.69% | 166.82%-111.1pp | 134.50%-78.8pp | 373.84%-318.2pp |
| Employer contribution / active EE | $13,842 | $5,478+152.7% | $4,821+187.1% | $4,755+191.1% |
| Participant deferral / active EE | $6,719 | $6,522+3.0% | $5,682+18.2% | $6,713+0.1% |
| Admin fee / account holder | $356 | $16,158-97.8% | $13,215-97.3% | $11,407-96.9% |