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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 | $77,105 | $96,643-20.2% | $86,617-11.0% | $139,456-44.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.22% | 106.57%-87.3pp | 591.91%-572.7pp | 373.45%-354.2pp |
| Employer contribution / active EE | $4,973 | $3,264+52.3% | $3,023+64.5% | $4,753+4.6% |
| Participant deferral / active EE | $9,750 | $4,835+101.7% | $4,437+119.7% | $6,711+45.3% |
| Admin fee / account holder | $1,280 | $6,406-80.0% | $5,613-77.2% | $11,407-88.8% |