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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 | $100,438 | $114,093-12.0% | $96,171+4.4% | $167,536-40.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.01% | 190.00%-180.0pp | 192.04%-182.0pp | 478.82%-468.8pp |
| Employer contribution / active EE | $5,718 | $3,429+66.7% | $2,799+104.3% | $4,839+18.2% |
| Participant deferral / active EE | $3,201 | $5,197-38.4% | $4,350-26.4% | $6,342-49.5% |
| Admin fee / account holder | $7,023 | $6,899+1.8% | $5,538+26.8% | $12,315-43.0% |