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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 | $91,357 | $106,001-13.8% | $92,235-1.0% | $147,585-38.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.83% | 50.05%-35.2pp | 176.28%-161.4pp | 578.56%-563.7pp |
| Employer contribution / active EE | $765 | $4,333-82.4% | $3,679-79.2% | $4,876-84.3% |
| Participant deferral / active EE | $3,480 | $4,478-22.3% | $3,897-10.7% | $5,439-36.0% |
| Admin fee / account holder | $806 | $6,332-87.3% | $5,194-84.5% | $10,885-92.6% |