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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 | $131,131 | $96,678+35.6% | $86,640+51.4% | $139,466-6.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.70% | 106.69%-90.0pp | 592.52%-575.8pp | 373.66%-357.0pp |
| Employer contribution / active EE | $3,724 | $3,265+14.1% | $3,024+23.1% | $4,754-21.7% |
| Participant deferral / active EE | $6,930 | $4,837+43.3% | $4,438+56.1% | $6,712+3.2% |
| Admin fee / account holder | $787 | $6,410-87.7% | $5,616-86.0% | $11,409-93.1% |