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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 | $90,136 | $96,691-6.8% | $86,656+4.0% | $139,487-35.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.15% | 106.87%-93.7pp | 593.09%-579.9pp | 373.84%-360.7pp |
| Employer contribution / active EE | $13,118 | $3,267+301.6% | $3,025+333.6% | $4,755+175.9% |
| Participant deferral / active EE | $3,114 | $4,838-35.6% | $4,439-29.9% | $6,713-53.6% |
| Admin fee / account holder | $3,979 | $6,414-38.0% | $5,619-29.2% | $11,407-65.1% |