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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 | $86,907 | $106,005-18.0% | $92,239-5.8% | $147,585-41.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.77% | 50.05%-37.3pp | 176.29%-163.5pp | 578.58%-565.8pp |
| Employer contribution / active EE | $2,028 | $4,333-53.2% | $3,680-44.9% | $4,876-58.4% |
| Participant deferral / active EE | $4,538 | $4,478+1.3% | $3,897+16.4% | $5,439-16.6% |
| Admin fee / account holder | $105,344 | $6,333+1563.5% | $5,194+1928.2% | $10,886+867.7% |