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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 | $101,101 | $106,008-4.6% | $92,240+9.6% | $147,586-31.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.54% | 50.05%-37.5pp | 176.29%-163.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $1,829 | $4,333-57.8% | $3,680-50.3% | $4,876-62.5% |
| Participant deferral / active EE | $5,317 | $4,478+18.7% | $3,897+36.4% | $5,439-2.2% |
| Admin fee / account holder | $3,402 | $6,333-46.3% | $5,194-34.5% | $10,886-68.7% |