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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 | $32,592 | $106,008-69.3% | $92,240-64.7% | $147,586-77.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.95% | 50.05%-36.1pp | 176.29%-162.3pp | 578.59%-564.6pp |
| Employer contribution / active EE | $2,132 | $4,333-50.8% | $3,680-42.1% | $4,876-56.3% |
| Participant deferral / active EE | $5,075 | $4,478+13.3% | $3,897+30.2% | $5,439-6.7% |
| Admin fee / account holder | $2,533 | $6,333-60.0% | $5,194-51.2% | $10,886-76.7% |