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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 | $73,384 | $106,008-30.8% | $92,240-20.4% | $147,586-50.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.66% | 50.05%-35.4pp | 176.29%-161.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $2,000 | $4,333-53.8% | $3,680-45.6% | $4,876-59.0% |
| Participant deferral / active EE | $6,545 | $4,478+46.1% | $3,897+67.9% | $5,439+20.3% |
| Admin fee / account holder | $4,543 | $6,333-28.3% | $5,194-12.5% | $10,886-58.3% |