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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 | $96,043 | $111,878-14.2% | $93,727+2.5% | $145,897-34.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 18.02% | 204.28%-186.3pp | 133.83%-115.8pp | 552.29%-534.3pp |
| Employer contribution / active EE | $2,948 | $3,092-4.7% | $2,421+21.8% | $4,663-36.8% |
| Participant deferral / active EE | $7,306 | $4,920+48.5% | $4,417+65.4% | $6,689+9.2% |
| Admin fee / account holder | $1,206 | $10,256-88.2% | $8,292-85.5% | $13,390-91.0% |