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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 | $97,440 | $167,030-41.7% | $135,768-28.2% | $155,188-37.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 47.53% | 678.39%-630.9pp | 526.10%-478.6pp | 148.84%-101.3pp |
| Employer contribution / active EE | $4,651 | $4,132+12.5% | $3,394+37.0% | $4,248+9.5% |
| Participant deferral / active EE | $15,333 | $4,528+238.7% | $3,977+285.5% | $6,531+134.8% |
| Admin fee / account holder | $976 | $8,172-88.1% | $7,048-86.2% | $14,480-93.3% |