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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 | $87,562 | $102,382-14.5% | $147,005-40.4% | $80,874+8.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.32% | 134.89%-120.6pp | 418.76%-404.4pp | 35.62%-21.3pp |
| Employer contribution / active EE | $4,832 | $3,715+30.1% | $4,934-2.1% | $2,756+75.4% |
| Participant deferral / active EE | $10,267 | $6,646+54.5% | $8,070+27.2% | $4,297+138.9% |
| Admin fee / account holder | $12,867 | $7,942+62.0% | $13,006-1.1% | $6,935+85.5% |