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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 | $8,383 | $96,691-91.3% | $86,656-90.3% | $139,487-94.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 122.84% | 106.87%+16.0pp | 593.09%-470.3pp | 373.84%-251.0pp |
| Employer contribution / active EE | $2,824 | $3,267-13.6% | $3,025-6.7% | $4,755-40.6% |
| Participant deferral / active EE | $4,363 | $4,838-9.8% | $4,439-1.7% | $6,713-35.0% |
| Admin fee / account holder | $3,598 | $6,414-43.9% | $5,619-36.0% | $11,407-68.5% |