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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 | $89,896 | $106,008-15.2% | $92,240-2.5% | $147,586-39.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.04% | 50.05%-36.0pp | 176.29%-162.3pp | 578.59%-564.6pp |
| Employer contribution / active EE | $2,957 | $4,333-31.8% | $3,680-19.7% | $4,876-39.4% |
| Participant deferral / active EE | $4,069 | $4,478-9.1% | $3,897+4.4% | $5,439-25.2% |
| Admin fee / account holder | $7,405 | $6,333+16.9% | $5,194+42.6% | $10,886-32.0% |