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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 | $74,448 | $96,678-23.0% | $86,640-14.1% | $139,466-46.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.99% | 106.69%-88.7pp | 592.52%-574.5pp | 373.66%-355.7pp |
| Employer contribution / active EE | $3,341 | $3,265+2.3% | $3,024+10.5% | $4,754-29.7% |
| Participant deferral / active EE | $9,294 | $4,837+92.1% | $4,438+109.4% | $6,712+38.5% |
| Admin fee / account holder | $1,266 | $6,410-80.2% | $5,616-77.5% | $11,409-88.9% |