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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 | $34,425 | $106,008-67.5% | $92,240-62.7% | $147,586-76.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.46% | 50.05%-33.6pp | 176.29%-159.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $2,748 | $4,333-36.6% | $3,680-25.3% | $4,876-43.6% |
| Participant deferral / active EE | $8,406 | $4,478+87.7% | $3,897+115.7% | $5,439+54.6% |
| Admin fee / account holder | $1,548 | $6,333-75.6% | $5,194-70.2% | $10,886-85.8% |