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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 | $182,094 | $99,079+83.8% | $78,002+133.4% | $273,972-33.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.61% | 217.93%-211.3pp | 425.99%-419.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,566 | $3,308-22.4% | $2,470+3.9% | $4,869-47.3% |
| Participant deferral / active EE | $5,142 | $4,306+19.4% | $3,497+47.1% | $5,287-2.7% |
| Admin fee / account holder | $10,933 | $8,954+22.1% | $5,481+99.5% | $10,133+7.9% |