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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 | $100,539 | $96,678+4.0% | $86,640+16.0% | $139,466-27.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.70% | 106.69%-86.0pp | 592.52%-571.8pp | 373.66%-353.0pp |
| Employer contribution / active EE | $2,629 | $3,265-19.5% | $3,024-13.1% | $4,754-44.7% |
| Participant deferral / active EE | $22,246 | $4,837+359.9% | $4,438+401.2% | $6,712+231.4% |
| Admin fee / account holder | $709 | $6,410-88.9% | $5,616-87.4% | $11,409-93.8% |