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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 | $75,255 | $106,001-29.0% | $92,235-18.4% | $147,585-49.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.44% | 50.05%-32.6pp | 176.28%-158.8pp | 578.56%-561.1pp |
| Employer contribution / active EE | $2,518 | $4,333-41.9% | $3,679-31.6% | $4,876-48.4% |
| Participant deferral / active EE | $4,586 | $4,478+2.4% | $3,897+17.7% | $5,439-15.7% |
| Admin fee / account holder | $843 | $6,332-86.7% | $5,194-83.8% | $10,885-92.3% |