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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 | $74,607 | $96,691-22.8% | $86,656-13.9% | $139,487-46.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.27% | 106.87%-87.6pp | 593.09%-573.8pp | 373.84%-354.6pp |
| Employer contribution / active EE | $3,589 | $3,267+9.9% | $3,025+18.6% | $4,755-24.5% |
| Participant deferral / active EE | $5,548 | $4,838+14.7% | $4,439+25.0% | $6,713-17.4% |
| Admin fee / account holder | $2,616 | $6,414-59.2% | $5,619-53.4% | $11,407-77.1% |