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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 | $20,823 | $84,708-75.4% | $75,714-72.5% | $167,536-87.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 47.57% | 199.62%-152.0pp | 104.62%-57.0pp | 478.82%-431.2pp |
| Employer contribution / active EE | $14,750 | $3,231+356.5% | $2,744+437.6% | $4,839+204.8% |
| Participant deferral / active EE | $15,315 | $4,577+234.6% | $3,820+300.9% | $6,342+141.5% |
| Admin fee / account holder | $9,127 | $5,358+70.3% | $3,619+152.2% | $12,315-25.9% |