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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 | $98,098 | $96,691+1.5% | $86,656+13.2% | $139,487-29.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.60% | 106.87%-88.3pp | 593.09%-574.5pp | 373.84%-355.2pp |
| Employer contribution / active EE | $5,021 | $3,267+53.7% | $3,025+66.0% | $4,755+5.6% |
| Participant deferral / active EE | $6,525 | $4,838+34.9% | $4,439+47.0% | $6,713-2.8% |
| Admin fee / account holder | $1,493 | $6,414-76.7% | $5,619-73.4% | $11,407-86.9% |