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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 | $119,556 | $106,008+12.8% | $92,240+29.6% | $147,586-19.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.82% | 50.05%-39.2pp | 176.29%-165.5pp | 578.59%-567.8pp |
| Employer contribution / active EE | $1,500 | $4,333-65.4% | $3,680-59.2% | $4,876-69.2% |
| Participant deferral / active EE | $6,903 | $4,478+54.1% | $3,897+77.1% | $5,439+26.9% |
| Admin fee / account holder | $2,718 | $6,333-57.1% | $5,194-47.7% | $10,886-75.0% |