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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 | $77,147 | $106,008-27.2% | $92,240-16.4% | $147,586-47.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.94% | 50.05%-33.1pp | 176.29%-159.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $2,941 | $4,333-32.1% | $3,680-20.1% | $4,876-39.7% |
| Participant deferral / active EE | $4,608 | $4,478+2.9% | $3,897+18.2% | $5,439-15.3% |
| Admin fee / account holder | $2,901 | $6,333-54.2% | $5,194-44.1% | $10,886-73.3% |