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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 | $103,451 | $96,691+7.0% | $86,656+19.4% | $139,487-25.8% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 14.69% | 106.87%-92.2pp | 593.09%-578.4pp | 373.84%-359.1pp |
| Employer contribution / active EE | $2,480 | $3,267-24.1% | $3,025-18.0% | $4,755-47.8% |
| Participant deferral / active EE | $8,235 | $4,838+70.2% | $4,439+85.5% | $6,713+22.7% |
| Admin fee / account holder | $69,500 | $6,414+983.5% | $5,619+1136.9% | $11,407+509.3% |