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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 | $92,970 | $96,643-3.8% | $86,617+7.3% | $139,456-33.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.74% | 106.57%-90.8pp | 591.91%-576.2pp | 373.45%-357.7pp |
| Employer contribution / active EE | $4,171 | $3,264+27.8% | $3,023+37.9% | $4,753-12.2% |
| Participant deferral / active EE | $8,132 | $4,835+68.2% | $4,437+83.3% | $6,711+21.2% |
| Admin fee / account holder | $1,832 | $6,406-71.4% | $5,613-67.4% | $11,407-83.9% |