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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 | $85,211 | $106,008-19.6% | $92,240-7.6% | $147,586-42.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.05% | 50.05%-38.0pp | 176.29%-164.2pp | 578.59%-566.5pp |
| Employer contribution / active EE | $5,548 | $4,333+28.0% | $3,680+50.8% | $4,876+13.8% |
| Participant deferral / active EE | $6,469 | $4,478+44.4% | $3,897+66.0% | $5,439+18.9% |
| Admin fee / account holder | $17,335 | $6,333+173.7% | $5,194+233.7% | $10,886+59.2% |