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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 | $105,532 | $96,643+9.2% | $86,617+21.8% | $139,456-24.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.13% | 106.57%-93.4pp | 591.91%-578.8pp | 373.45%-360.3pp |
| Employer contribution / active EE | $2,764 | $3,264-15.3% | $3,023-8.6% | $4,753-41.8% |
| Participant deferral / active EE | $5,724 | $4,835+18.4% | $4,437+29.0% | $6,711-14.7% |
| Admin fee / account holder | $456 | $6,406-92.9% | $5,613-91.9% | $11,407-96.0% |