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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 | $104,068 | $75,962+37.0% | $154,108-32.5% | $64,173+62.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 97.38% | 30.32%+67.1pp | 735.21%-637.8pp | 7.63%+89.7pp |
| Employer contribution / active EE | $3,332 | $3,350-0.5% | $5,298-37.1% | $2,381+40.0% |
| Participant deferral / active EE | $5,934 | $3,175+86.9% | $5,081+16.8% | $3,470+71.0% |
| Admin fee / account holder | $10,095 | $5,589+80.6% | $13,411-24.7% | $4,887+106.5% |