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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 | $91,893 | $114,130-19.5% | $96,192-4.5% | $167,553-45.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.93% | 190.07%-176.1pp | 192.09%-178.2pp | 478.89%-465.0pp |
| Employer contribution / active EE | $3,019 | $3,431-12.0% | $2,799+7.8% | $4,840-37.6% |
| Participant deferral / active EE | $15,438 | $5,198+197.0% | $4,351+254.8% | $6,343+143.4% |
| Admin fee / account holder | $1,640 | $6,901-76.2% | $5,539-70.4% | $12,316-86.7% |