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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 | $72,603 | $96,691-24.9% | $86,656-16.2% | $139,487-47.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.98% | 106.87%-91.9pp | 593.09%-578.1pp | 373.84%-358.9pp |
| Employer contribution / active EE | $4,225 | $3,267+29.3% | $3,025+39.6% | $4,755-11.1% |
| Participant deferral / active EE | $3,370 | $4,838-30.3% | $4,439-24.1% | $6,713-49.8% |
| Admin fee / account holder | $621 | $6,414-90.3% | $5,619-88.9% | $11,407-94.6% |