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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 | $85,245 | $106,905-20.3% | $84,020+1.5% | $152,885-44.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 26.69% | 105.00%-78.3pp | 71.31%-44.6pp | 345.39%-318.7pp |
| Employer contribution / active EE | $3,608 | $2,735+32.0% | $1,984+81.9% | $4,763-24.2% |
| Participant deferral / active EE | $8,131 | $4,012+102.7% | $3,239+151.0% | $5,851+39.0% |
| Admin fee / account holder | $956 | $8,287-88.5% | $6,101-84.3% | $11,598-91.8% |