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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 | $135,764 | $106,008+28.1% | $92,240+47.2% | $147,586-8.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.60% | 50.05%-31.5pp | 176.29%-157.7pp | 578.59%-560.0pp |
| Employer contribution / active EE | $1,962 | $4,333-54.7% | $3,680-46.7% | $4,876-59.8% |
| Participant deferral / active EE | $3,750 | $4,478-16.3% | $3,897-3.8% | $5,439-31.0% |
| Admin fee / account holder | $1,008 | $6,333-84.1% | $5,194-80.6% | $10,886-90.7% |