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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 | $95,306 | $106,008-10.1% | $92,240+3.3% | $147,586-35.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.56% | 50.05%-37.5pp | 176.29%-163.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $3,362 | $4,333-22.4% | $3,680-8.6% | $4,876-31.1% |
| Participant deferral / active EE | $11,630 | $4,478+159.7% | $3,897+198.4% | $5,439+113.8% |
| Admin fee / account holder | $9,113 | $6,333+43.9% | $5,194+75.5% | $10,886-16.3% |