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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 | $81,731 | $70,121+16.6% | $63,803+28.1% | $138,895-41.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 16.74% | 946.48%-929.7pp | 543.72%-527.0pp | 145.39%-128.7pp |
| Employer contribution / active EE | $2,671 | $2,882-7.3% | $2,532+5.5% | $4,194-36.3% |
| Participant deferral / active EE | $4,540 | $4,535+0.1% | $3,843+18.1% | $6,396-29.0% |
| Admin fee / account holder | $36,155 | $6,738+436.6% | $5,196+595.8% | $12,562+187.8% |