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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 | $93,184 | $99,079-5.9% | $78,002+19.5% | $273,972-66.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.71% | 217.93%-210.2pp | 425.99%-418.3pp | 41.46%-33.7pp |
| Employer contribution / active EE | $3,608 | $3,308+9.1% | $2,470+46.1% | $4,869-25.9% |
| Participant deferral / active EE | $3,678 | $4,306-14.6% | $3,497+5.2% | $5,287-30.4% |
| Admin fee / account holder | $20,658 | $8,954+130.7% | $5,481+276.9% | $10,133+103.9% |