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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 | $93,983 | $84,713+10.9% | $75,717+24.1% | $167,518-43.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 17.44% | 199.49%-182.0pp | 104.58%-87.1pp | 478.71%-461.3pp |
| Employer contribution / active EE | $2,542 | $3,229-21.3% | $2,743-7.3% | $4,838-47.5% |
| Participant deferral / active EE | $2,542 | $4,578-44.5% | $3,821-33.5% | $6,342-59.9% |
| Admin fee / account holder | $1,493 | $5,357-72.1% | $3,619-58.8% | $12,312-87.9% |