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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 | $89,011 | $96,678-7.9% | $86,640+2.7% | $139,466-36.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.01% | 106.69%-93.7pp | 592.52%-579.5pp | 373.66%-360.7pp |
| Employer contribution / active EE | $2,553 | $3,265-21.8% | $3,024-15.6% | $4,754-46.3% |
| Participant deferral / active EE | $8,788 | $4,837+81.7% | $4,438+98.0% | $6,712+30.9% |
| Admin fee / account holder | $6,500 | $6,410+1.4% | $5,616+15.7% | $11,409-43.0% |