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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 | $26,884 | $108,701-75.3% | $74,723-64.0% | $152,909-82.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 19.93% | 114.12%-94.2pp | 753.18%-733.2pp | 345.46%-325.5pp |
| Employer contribution / active EE | $2,912 | $1,504+93.6% | $1,084+168.6% | $4,764-38.9% |
| Participant deferral / active EE | $4,988 | $2,709+84.2% | $1,962+154.3% | $5,851-14.8% |
| Admin fee / account holder | $329 | $4,906-93.3% | $3,335-90.1% | $11,601-97.2% |