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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 | $107,731 | $96,643+11.5% | $86,617+24.4% | $139,456-22.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.51% | 106.57%-89.1pp | 591.91%-574.4pp | 373.45%-355.9pp |
| Employer contribution / active EE | $5,123 | $3,264+56.9% | $3,023+69.4% | $4,753+7.8% |
| Participant deferral / active EE | $5,123 | $4,835+5.9% | $4,437+15.4% | $6,711-23.7% |
| Admin fee / account holder | $13,248 | $6,406+106.8% | $5,613+136.0% | $11,407+16.1% |