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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 | $98,091 | $96,643+1.5% | $86,617+13.2% | $139,456-29.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.98% | 106.57%-90.6pp | 591.91%-575.9pp | 373.45%-357.5pp |
| Employer contribution / active EE | $1,455 | $3,264-55.4% | $3,023-51.9% | $4,753-69.4% |
| Participant deferral / active EE | $6,716 | $4,835+38.9% | $4,437+51.4% | $6,711+0.1% |
| Admin fee / account holder | $367 | $6,406-94.3% | $5,613-93.5% | $11,407-96.8% |