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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 | $88,160 | $96,678-8.8% | $86,640+1.8% | $139,466-36.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.74% | 106.69%-91.9pp | 592.52%-577.8pp | 373.66%-358.9pp |
| Employer contribution / active EE | $5,344 | $3,265+63.6% | $3,024+76.7% | $4,754+12.4% |
| Participant deferral / active EE | $9,445 | $4,837+95.3% | $4,438+112.8% | $6,712+40.7% |
| Admin fee / account holder | $1,313 | $6,410-79.5% | $5,616-76.6% | $11,409-88.5% |